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Tip

Teams was added in v2022.3 - July 2022

Users can be grouped into Teams. Teams can be stand-alone or they can be linked to a Department.
Teams can be used as a filter option when generating reports.

To create a new team or to modify an existing one navigate to the Teams page using the main navigation menu found at the top of the Admin Dashboard.

Select User Management → Teams.

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To create a new Team click the +Create button found at the top right, to edit an existing Team click the (blue star) icon to the right of the required Team.

You will then be presented with all the configurable options for this Team.

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Field

Explanation

Name

Status
colourRed
titleREQUIRED

This is the name of the Team.

Panel
bgColor#F4F5F7

This field is a free text field.

Team Leader

Status
colourRed
titleREQUIRED

Multiple users can be assigned the Team Leader role.
Use the search function to find the users to be assigned as the Team Leader’s of this Team.

Panel
bgColor#F4F5F7

These users must exist in ResourceXpress. Users

Users

Use the search function to link any Users who are part of this Team.

Panel
bgColor#F4F5F7

These users must exist in ResourceXpress. Users