How to Assign Users to a Team

Assigning users to a team

Assigning Users to a Team

Once a team is created, you can add members to it:

Before assigning users to a team, ensure you have set up the team correctly. Learn how to do this in our guide on Creating a Team

  1. Locate the Team:

    • Find the newly created team in the Teams list.

    • Click on the team to view its Detailed View.

  2. Add Members:

    • In the Detailed View, click Add Members to This Team.

    • Use the dropdown menu to select users from the list of available users.

    • Assign users as members by clicking on their registered emails.

  3. Verify Team Composition:

    • Ensure all members are correctly listed in the team’s Detailed View.

    • Adjust roles or add more users as needed.

Tips for Team Management

  • Team Naming Conventions: Use clear and consistent naming to ensure teams are easily identifiable.

  • Regular Updates: Periodically review team memberships to keep them aligned with organizational changes.

  • Role Assignments: Ensure users within the team have roles that match their responsibilities.

Also learn how to import users for team assignments in our guide on Creating and Importing Users


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