Editing Teams

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

    image-20220810115943308

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

    image-20220810120120463

  3. Click the table row for the desired team. That team's page appears on the General tab:

    image-20220810123449125

  4. Click the Edit button to change:

    • The team name
    • The team's description
    • The team's status

  5. To restrict the visible sites:

    1. Click the Sites tab:

      image-20220810123637596

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

      image-20220810123710464

    3. If necessary, click to select the Should Restrict Sites check box.

    4. Click the Remove button next to any sites you want to remove.

    5. Click the Add Site dropdown list to select sites you desire to add. The selected site appears in the Allowed Sites table:

      image-20220810124340465

    6. Click the Save button.

  6. To edit the team's member users or groups:

    1. Click the Members tab:

      image-20221018150424107

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

      image-20221018150531965

    3. 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. Click the unlabeled domains dropdown list to select the desired domain.

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

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

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

      6. Click the Save button.

      7. Repeat the process for additional users and groups to add.

      8. Click the Remove button next to a user or group to delete it.

      9. Click the Save button.

  7. View events for the team using its audit trail:

    1. Click the Audit tab:

      image-20220810124933297

    2. Audit events occur when:

      • The team is created
      • General tab: name, description, or active status is changed
      • Sites tab: restrictions are added, removed, or changed
      • Members: users or groups are added or removed