Editing Team Information, Members, and Leaders

If users have been granted the necessary permissions on a team, they can edit the team name, description, members list, team leaders list, and team leader permissions using this procedure.

To edit team information:

1. From the left navigation menu Administration section, click Teams.
2. On the My Teams page, click the team name you want to edit. The team information page appears.
3. If you have the necessary permissions to edit this team, an Edit button appears in the Team Information section at the top of the page. Click Edit. The Team Definition Wizard appears.
4. Edit the team name and description. A team name is required.
5. Add or remove users or groups.

1. To remove users and groups, select a user or group in the Members list and click Remove.
2. To add users and groups, locate the user or group using any of the tabs displayed (Users, Broadcast Groups, Smart Groups, or Escalation Groups). Use the search field provided to search by name or filter using the Criteria Editor. See Filtering Lists for instructions on using search and Criteria Editor tools.
3. Locate the user or group to add, select it and click Add. The user or group is added to the Members list.
4. When the member list is complete, click Next.

6. Add or remove team leaders, and grant or remove additional team leader permissions.

1. To remove a team leader, select the leader in the Leaders list and click Remove.
2. To add a leader, select a user from the available list of users and click Add to move the user into the Leaders list.
3. To grant or remove permissions for a leader, click the plus sign  next to the leader whose permissions you change and check or clear check boxes to grant or remove specific permissions.
4. When the Leaders list and leader permissions are configured, click Next.

The Team Definition page appears, listing the team name, members, and leaders (with their permissions).

7. Click Save to save changes, or click Back to return to the previous screen and edit the team before saving it.