Creating a new Team 

1. Enter the name of the team
2. Select permissions for member of the team

   1. 1. Privileged: This will allow the users assigned to this team to see all restricted matters

      2. Tasks Assignable: This controls if the team can be assigned a task within the Case Management Workflow.

      3. Deleted: Check this to delete the team

Assigning Permissions

Under the General tab, create a custom permission set through checking the required boxes. Alternatively use the pre-sets:

1. Select all Permissions using the ‘All’
2. Deselect all using ‘None’
3. Click on ‘Default’ for the system default settings

1. Clicking on the bold selection boxes will tick all the permissions within that group
2. Those permissions which have the  next to it mean that this permission is an Enterprise permission

Assigning Members to a Team

1. To assign users to the team, click on ‘Show Members’ in the top right-hand corner of the screen

• As this is a new team, you will see the “There are no users in this team” message.

 

1. To add users to the team, drag and drop from the user list anywhere into the team box
2. The team members will then be listed in alphabetical order based on the surname

 

• If you have added a user to a team in error, click on the ‘X’ at the end of their name to remove them
• You cannot add the same user twice

 

The colours next to the users indicate the following:

1. No Dot -  This indicates an active and saved member of the team

2. Amber - This indicates an added but not saved member

3. Red - The user has been deleted from the team. It can be undone by clicking on the undo button

    

1. Once you are happy with the new team you have created, click on ‘Save’ in the top left