Team Management

Creating Teams

To create a new team:

1. Go to Settings → Teams
2. Click "Create Team"
3. Enter team information:
   • Name: Team identifier (e.g., "Engineering", "Sales")
   • Description: Purpose and focus of the team (optional)
4. Click "Create"

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Managing Team Members

To add members to a team:

1. Go to Settings → Teams → (Select Team)
2. Click "Add Member"
3. Select employee from dropdown
4. Click "Add"

To remove members:

1. Find the member in the team's member list
2. Click the remove icon next to their name
3. Confirm removal

Note: Removing someone from a team doesn't deactivate their employee profile.

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Editing Teams

To modify team information:

1. Navigate to the team's detail page
2. Click "Edit" button
3. Update name and description
4. Click "Save"

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Deleting Teams

To delete a team:

1. Go to the team's detail page
2. Click "Delete Team" button
3. Confirm deletion - this cannot be undone!

What happens:

• Team is permanently removed
• Members are NOT deleted (they just lose team membership)
• Team-specific permissions may need reassignment

Caution: Only delete teams that are no longer needed. Consider keeping historical teams for reporting purposes.