Team Management

Stephen Gibson
Stephen Gibson
  • Updated

Empower your organisation with seamless coordination and organisation through Team Management. Easily assemble and organise your members into dedicated teams, enabling streamlined communication and task allocation. With the ability to assign roles and manage membership effortlessly, you'll pave the way for enhanced productivity and clearer accountability.

Quick Steps

  1. Click the cog icon on the main Observatory toolbar.
  2. Click on Teams.
  3. Create a new team by clicking + New Team.
  4. From here, you can manage the rest of your team(s) and users.

Please note only Observatory administrators can access the Team Management page.

 

Creating and Managing Your Teams

You can create a new team by clicking the + New Team button.

Create New Team.PNG

When a new team is set up, it will appear in your All Teams list on the left-hand side of the page.

To add users to a team, click on the team name on the left. Click the Select Users drop-down and tick the users you want to add to the team. Then click the Add button.

 

Add User to Team.PNG

 

You can remove users from a team and assign specific roles (Team Leader/Deputy) to team members on your team's page. 

 

Team Options.PNG

To edit an existing team's details, click on the three dots next to the team's name and click edit details.

To remove a team from your Observatory account, click the three dots next to the team's name and delete.