About:
User Teams are used to group users in Interprise Suite according to their responsibility. You can also setup a team email account for each user team e .g customerservice@mycompany.com
Steps:
Group Users into Teams
- Go to the System Manager module.
- Select Team under the System User menu. The team search screen will display.
- Click on the New Team button from the search screen toolbar. The User Team setup form will display.
- Enter the Team Code and Team Description.
- To select the members of the team, select them from the Users List and click on the > button to move them to the Members list.
- Setup the team email account. Click on the ellipsis button inside the Email Account field to display the Email Account Wizard. See Also: User and Security Setup > Email Accounts
- Save the details before closing the Team form.
How To:
Maintain user
teams- Go to the System Manager Module.
- Select Team under the System User menu. The team search screen will display.
- Select a user team in the list to display the User Team form.
- Edit the details as necessary and save before closing the form.
Note that teams that are assigned to an activity or transaction record cannot be deleted. Also, note that the user accounts included in the team is not deleted.
- Go to the System Manager Module.
- Select Team under the System User menu. The team search screen will display.
- Select the user team in the list to display the Team form.
- Click on the Delete option in the toolbar menu.
- Choose Yes in the prompt to delete.
Hide All
Next Steps:
Set up team email account. See Also: Email
Accounts