Creating a Team

Mohammed Jamal Updated by Mohammed Jamal

Team records allow you to group workers from various parts of the organisation to work on a specific task or process.

To access the Teams page and create a new Team in your organisation:

  1. Navigate to Settings > Security > Teams. The 'Teams' page is displayed.
  2. Select the Create new record button on the toolbar. The 'Teams: New' page is displayed:
  1. Complete the fields on the page. Mandatory fields are marked with a red asterisk *.
  2. Complete Care Provider Scheduling Setup section. Select Yes if you want to include the Team and its members in the scheduling screens.
  1. Select the Save or Save and Close button on the toolbar.

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