1. Creating a Team:
- Access the “Teams” page in the navigation menu or a dedicated section.
- Within the “Teams” page, you’ll find an overview of all your existing teams.
- Click on “Add a Team” to initiate the creation process.
- Enter a distinctive name for the new team to identify its purpose or members.
- Confirm your entry to add the team to your platform.
- After adding a team, click on its name on the “Teams” page, and It will take you to the dedicated team’s page.
3. Adding Employees to the Team:
- On the team’s page, click the “Add Employee” button.
- This will open a field where you can insert the names or email addresses of the users you want to add to the team.
- Add all the users you wish to include in this team.
- These users will become part of the team and contribute towards shared objectives.
4. Removing a Team Member:
- To remove a team member from a specific team, navigate to the team’s page.
- Find the employee you want to remove and access the employee menu associated with their name.
- From the employee menu, select the option to remove the team member.
- Confirm the removal action to finalize the process.