Creating teams

EP Help General > Settings > Users > Teams

 

Method 1

 

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Use this method to create a team and add a number of users to a newly created or existing team in one go, as a batch operation.

 

To create a team:

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

From the User menu select Users. You will be taken to the Users screen.

3.

Click 'Batch operations' and select Add to a team.

4.

Type the name of the team being created in the text box, and click 'Add Team'.

5.

The newly created team will be appended to the list of existing teams, if any, or start such a list. A number after a symbol of two black human silhouettes shows the number of users in the team (should be 0 at this step)

6.

To assign a user to the team, select the user on the list of users below and click 'Assign'. To assign a number of users, select as many as you need and click 'Assign'.

7.

The number showing how many users there are in the group will correspond to the total number you added on step 6.

 

Method 2

 

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Use this method to add a single user to a new or an existing team.

 

To create a team:

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

From the User menu select Users. You will be taken to the Users screen.

3.

Click the user you wish to add to a new team.

4.

In the Teams section of the user details screen, click 'Manage teams'.

5.

Type the name of the team being created in the text box, and click 'Add Team'.

6.

The newly created team will be appended to the list of existing teams, if any, or start such a list. A number after a symbol of two black human silhouettes shows the number of users in the team (should be 0 at this step)

7.

Select the checkbox next to the the newly created team. This will assign the user to the team.

8.

Click 'Hide' to close the manage teams editor.

 

 

 

 

 

 

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