Subteam settings

Sub-teams allow you to compartmentalize your organization. If you have separate departments, you can create divisions (sub-team) for each of them and only allow certain users in your team to be part of a particular sub-team. To learn more about how to create a team click here.

The admin (see picture below) creates the sub-teams and the groups. Each sub-team has one or many users (affected by the admin). Each user belongs to a group, where permissions (privileges) are assigned by the admin.

Remark

• In addition to the admin, any user with the sub-team admin right is also able to create sub-teams and to affect permissions to other users.
• Only an admin or a user with a sub-team management permission can create and manage a sub-team.

• Be sure to always select your sub team before starting to work on your charts.
  

Create a new sub-team

Follow these steps to create a new sub-team

1. Click on the Plus button to add a sub-team.
2. Write the name of the sub-team.
3. Click Confirm

Add a member to the sub-team

To add a member to a sub-team:

1. Go to the Members section.
2. Select the right sub-team from the Filter by sub-team drop-down menu.
3. Select the member to add to the sub-team.
4. Click on the Save sub-team members button.

Create a chart in the sub-team

To create a new chart, be sure to select the sub-team first, then create a chart.

Move a chart to another sub-team

A chart can be moved into another sub-team from the Charts session.

1. Go to the project homepage.
2. Select the sub-team where the chart already belongs.
3. Click on the chart action button of the chart to move.
4. From the Subteam drop-down menu, select the sub-team where you would like to transfer the chart.

Note

• Every team has a default sub-team called All Sub-teams that allows the users to share charts with the whole team and not just the current sub-team (division).

• When a user selects a team from the team drop-down, the system will display all of the sub-teams that they are currently a member of. If a user does not see an expected sub-team in the list, contact the team admin to see if they have been successfully added to the sub-team.

Change the name of a sub-team

You can easily change the name of the sub-team:

1. Go to the Members section.
2. Select the sub-team from the Filter by sub team drop-down menu.
3. Click on Edit selected sub-team button.
4. Change the name then click on the Save button.

Delete a sub-team

1. Go to the Members section.
2. Select the sub-team from the Filter by sub-team drop-down menu.
3. Click on Edit selected sub-team button.
4. Delete the sub-team by clicking on the Delete button.