The Manage Teams feature in the CRM allows administrators to organize and manage teams within the system. This section is located under Admin > Site Setup > Manage Teams.
Overview
The Manage Teams interface is divided into two main sections:
Team Tree – Allows administrators to add and manage teams.
Team Members & Roles – Provides a detailed view of team members and their assigned roles.
Team Tree
The Team Tree section provides a hierarchical view of the teams within the organization.
Features:
Add Team: Click the Add Team button to create a new team.
Manage Existing Teams:
Delete: Remove an existing team.
Add: Create a sub-team or assign additional members.
Team Members & Roles
In this section, users can:
View team details, including a list of members.
Assign or update roles for individual team members.
Actions:
View Team Members: Click on a team to see its members.
Assign Roles: Define roles and permissions for team members.
Add members button
Add roles button