Teams

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.

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

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

Field	Explanation

Field	Explanation
Name REQUIRED	This is the name of the Team. This field is a free text field.
Team Leader REQUIRED	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. These users must exist in ResourceXpress. Users
Users	Use the search function to link any Users who are part of this Team.