Creating Teams

1. Navigate to Administration. The Admin Side Panel appears:

   

2. Click Users, Roles, Access and select Teams in the list. The Teams page appears:

   

3. Click the Create Team button. The Create Team popup page appears:

   

4. Type the name for the new team in the Team Name text box.

5. (Optional) Type a description in the Team Description text box.

6. Click the Create Team button. The new team's Members tab appears:

   

7. Click the Edit button. An Add Groups / Users section appears:

   

8. Either to include all users in a domain, click the first Include All Users from Domain dropdown list to select a domain. This only appears if you have domains available.

   Or to add individual users:

   1. Click the Add button. The Users and Groups popup appears:

      

   2. If needed, type the name of desired users or groups in the search box.

   3. Click to select the check boxes for the desired users or groups.

   4. Click the Add button. The popup disappears, and your choices appear in the Users and Groups box:

      

9. Click the Save button.

10. Click the Sites tab:

    

11. Click the Edit button. The page becomes editable:

    

12. Click to select the Should Restrict Sites check box. A Site dropdown list appears:

    

13. Click the Add Site list to select a site to restrict the team to. The selected site appears in the Allowed Sites box:

    

14. Click the Save button.

15. Click the Lists tab:

    

16. Click the Edit link. The page becomes editable:

    

17. Click the Should Restrict Lists check box.

    

18. Click the Add List dropdown list to select what lists the team members have access to. The chosen list appears in the Allowed Lists box:

    

19. Repeat the process for any additional lists.

20. Click the Save button.