Creating Sub-Team of Existing Team

Users granted Manage Sub-Teams (MT) permissions on a team can create sub-teams (child teams) under the original team (parent team). Users inherit the same permissions on the sub-team that they have on the parent team.

To create a new sub-team of an existing team:

  1. From the left navigation menu Administration section, click Teams.
  2. On the My Teams page, click the name of the team under which you want to create a sub-team. The team information appears.
  3. Scroll to the bottom of the page to the Sub‑Teams section. Click Add Team. The first page of the Team Definition Wizard appears.
  4. Type a name and description for this team. The team name is required.
  5. Add users or groups as members of the team.

NOTE

Only users, broadcast groups, Smart Groups, and escalation groups available to the parent team can be added to this sub-team.

  1. Users and groups can be selected from any of the tabs displayed (Users, Broadcast Groups, Smart Groups, or Escalation Groups). Use the search fields provided to search by name or filter using the Criteria Editor. See Filtering Lists for instructions on using search and Criteria Editor tools.
  2. Locate the user or group to add, select it and click Add. The user or group is added to the Members list.
  3. When the member list is complete, click Next.
  1. Select the team leaders for this team.
  1. From the list of users, select a user and click Add to move the user into the Leaders list. Leaders can be selected from the users who are members of the parent team.
  2. Each leader is automatically granted the default set of team leader permissions. To grant or remove permissions, click the plus sign next to the leader whose permissions you want to change and check or clear check boxes to grant or remove specific permissions.
  3. When all the team leaders have been added and permissions configured, click Next.
  1. The Team Definition page appears, listing the team name, members, and leaders (with their permissions). Click Save to save changes, or click Back to return to the previous screen and edit the team before saving it.