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Adding a team to the staff

Suha Aker avatar
Written by Suha Aker
Updated this week

Adding a team for a user can be done from the user's profile as follows:

  1. Go to Staff page

  2. Look up the user

  3. Under user's profile, click on 'Roles/Skills/Teams'

  4. Click on 'Add team'

  5. Select the team and date period (if applicable), then save

The above steps are demonstrated in the video below:

If you have a group of staff that you wish to bulk upload their team, you can do that by populating the 'Add teams to existing users' template. Once populated, attach it and import it as per following steps:

  1. Go to Staff page

  2. Click on 'Import'

  3. Click on 'Add teams to existing users' template and download it

  4. Populate the template

  5. Choose the file

  6. Click on 'Import' from the 'Add teams to existing users' template page

The above steps are demonstrated in the video below:

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