Purpose
Use the Team Management page to create and manage Helpdesk Teams. Teams group users for shared mailbox work, task routing, and reporting. Administrators can configure team details, assign managers, set a default Role-Based Access Control (RBAC) role, and manage team membership.
This article explains how administrators open the Team Management page.
Who can access Team Management
Team Management is available from the Administration menu in Auditoria.
Open the Team Management page
Sign in to Auditoria with an administrator account.
In the left navigation sidebar, select the Settings (gear) icon.
In the Administration menu, select Team Management.
The Team Management page opens.
The Active Teams tab is selected by default and shows the list of active teams.
Figure 1. Administration Menu: Team Management Access
What you see on the Team Management page
When the page opens, you see:
Tabs
Active Teams – currently active teams.
Deactivated Teams – teams that are inactive but retained for history and audit.
Toolbar
Controls above the table, including:Search box.
Filter and sort options on columns.
Edit Columns to choose which fields to display.
More options (three dots) for Audit Logs.
Team list table
A row for each team, with key fields such as:Team ID, Team Name, Team Manager, Head Count, Open Tasks, Status, and Actions.
(Field details are covered in Active Teams.)
Add Team button
Opens the Add Team dialog to create a new team.Pagination controls
At the bottom of the table, to change rows per page and move between pages.
Figure 2. Team Management Overview