Add Team

Purpose

Use the Add Team dialog to create a new Helpdesk team. Teams groups users for shared mailbox work, task routing, and reporting. When you add a team, you define its name, manager, default Role-Based Access Control (RBAC) role, and (optionally) its members.

This article explains how to create a team and describes each field in the Add Team dialog.

Open the Add Team dialog

1. Open Team Management.
   For steps, see Navigating to Team Management.

2. Make sure the Active Teams tab is selected.

3. In the upper-right corner of the page, select Add Team.

The Add Team dialog opens.

Complete team details

In the Add Team dialog, enter the following information.

1. Click Add Team in the top-right corner.
2. Complete the following in the Add Team dialog:
   • Team Name (required): Enter a unique, descriptive team name.
   • Description (optional): Describe the team’s purpose.
   • Team Manager (required): Select one or more users to assign as team managers.
   • Default RBAC Role (required): Assign the default permissions for new team members.
   • Team Members: (Optional at creation) You may add team members now by clicking "Add Team Member" and selecting users from the list, or you can add them after the team has been created. Use the search field for quick selection.
     • To remove a member, click the trash bin icon next to their entry.
3. Click Save to create the team; click Cancel to exit without saving.

Notes

Note 1: Team names must be unique. Attempting to create or rename a team using a name that already exists will result in an error.

Note 2: You can create a team without assigning any members initially. Team members can be added anytime after the team is created.

Figure 1. Add Team Dialog – Entering Team Details and Members

Table 1. Default RBAC Roles Available for Teams