Edit Team Page

Changing the Name and Description of a Team

1. On the Edit Team page, click Edit next to the team name.
2. Make the necessary changes in the appropriate fields.
3. Click Save.

Members Tab

By default, when you access the Edit Team page, the Members tab is open, showing the members of the team and the date they were added to the team. Here you can add a member to the team and remove a member from the team, one user at a time.

Columns on the Members Tab

• Name - The name of the team member. Note that the name is a link that allows you to quickly access the member’s Edit User page.
• Date Added - The date the member was added to the team.

Sorting the Records

You can sort the records (team members) by Name or Date Added. Simply click a column heading to sort the records by that column. For example, to sort the records by the date they were added, click the Date Added column heading.

Filtering the Records

You can filter the records (team members) by Name. To filter the records:

1. Enter a name in the Search field under the Name column heading.
2. Press Enter.

Adding Members to the Team

You can add members to the team, one at a time. To add a member to the team:

1. Click Add User.
2. In the User field, begin typing the name of the user to be added to the team.
3. When the auto-complete list appears, select the user from the list. (You must select from the list in order for your entry to be accepted.)
4. Click Save or Save and Add Another.

Removing Members from the Team

You can remove members from the team, one at a time. To remove a member from the team:

1. Click the ellipsis icon next to the member (user) to be removed from the team.    
2. Click Remove on the shortcut menu.
3. Click Remove again on the confirmation message.

History Tab

On the History tab, you can see all the changes made to the user.

1. Click the History tab.
2. Use the Search fields under the column headings to refine the list.

Columns on the History Tab

• Date - the date the change was made
• Description - a brief description of the change
• User Who Initiated Change - the name and email address of the user who made the change

Sorting the Records

You can sort the records by any column heading. Simply click a column heading to sort the records by that column. For example, to sort the records by user, click the User Who Initiate Change column heading.

Filtering the Records

You can filter the records by Description or User Who Initiated Change. To filter the records:

1. Enter a value in the Search field under the column heading.
2. Press Enter.