Create teams for each area of your company such as Sales, Administration, Operations, Accounting, and assign a Department Head for follow-up.
- Register new Teams
- Assign Members (Users can belong to multiple teams)
- Appoint a Team Leader
- Appoint a Team Leader
- Define whether the Team Leader is authorized for Special Tasks
In the left side menu, under the “Administration” section, click on “Users, Teams and Roles”. This will display a menu with several options. Click on “Teams” and a page will open with the list of registered teams.
To add a new work team, click on “Create Team” on the right side of the view. If you want to edit a team, click on “Edit”.
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