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.

team settings

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.
    Sub-team selection


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 on the Add button.

Create a sub-team
Create a sub-team


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.

Add a member to the sub-team


Create a chart in the sub-team

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

Create a new 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 Charts section.
  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 Division drop-down menu, select the sub-team where you would like to transfer the chart.

Move a chart to another sub-team
Move a chart to another sub-team

Remark

  • 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.

Change the name of a sub-team
Change the name of a sub-team


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.

Change the name of a sub-team
Change the name of a sub-team

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