Subteams settings

Subteams allow you to compartmentalize your organization. If you have separate departments, you can create divisions (subteam) for each of them and only allow certain users in your team to be part of a particular subteam. To learn more about how to create a team click here. The admin* (see picture below) creates the subteams and the groups. Each subteam has one or many users (affected by the admin). Each user belongs to a group, where permissions (privileges) are assigned by the admin. * In addition to the admin, any user with the subteam admin right is also able to create sub-teams and to affect permissions to other users. As part of the new features, the Add SubTeam button is now next to the team drop down. If a user is not the admin or does not have the subteam management permission, then this button is not displayed.

How to add a new subteam

To add a new subteam, click on the add subteam button, then write a name of the subteam.

How to add members to a subteam

To add members to your subteam, select the subteam from the team selector drop down. On this page, all members of the team are displayed as well as their status within the current subteam. Second, select the edit button to add any member to the subteam (division). Please note that users must be part of the team to be able to add them to a subteam.

How to create a chart in the subteam

To create a new chart, be sure to select the subteam first, then create a chart.

How to move a chart to another subteam

A chart can be moved into another subteam from the chart context menu. Click on the chart action icon, and select the Add to division, then select the division (subteam). Remark
  • Every team has a default subteam called All Subteams, that allows the users to share charts with the whole team and not just the current subteam (division).
  • When a user selects a team from the team dropdown, the system will display all of the subteams that they are currently a member of. If a user does not see an expected subteam in the list, contact the team admin to see if they have been successfully added to the subteam.

How to change the name of the subteam

You can edit all of the divisions’ settings such as names and status. Select the team from the team selector drop down, then go to the Subteams section, click on the subteam edit button then change the name.

How to delete a subteam

Select the team from the team selector drop down, then go to the Subteams section, click on the subteam edit button, select delete, then save.