Teams

The Teams tab enables you to create and manage user teams in Upchain.

A team is a group of users that do not necessarily have the same role. Teams can be added to projects, which subsequently adds all users in that team to the project. Teams can also be assigned project and business process tasks, which means any user within that team can complete the assigned task. This enables flexibility in assigning business processes as you are no longer limited to one role type or one person.

If the task has been assigned to a team, any member of that team may claim the task to begin working on it, but once claimed, that team member is the only one that can complete it.

Create a new team

Open Administration > Teams.
Click Create Team.
Enter a name for the team.
Select each user you want to add to the team. You can use the search field to narrow down your search.
Click the arrow button to move users to the box on the right.
Click Save.

The team is added to the list of teams.

View a team

The list of teams is shown in the teams tab.

Click the arrow icon beside a team to view its members’ name, primary role, and email address.

Remove members on a team

Open Administration > Teams.
Click Edit corresponding to the team you want add or remove members from.
Select each user from the right box that you want to remove.
Click the arrow button to return users to the box on the left.
(Optional) Select users from the left box to add different team members.
Click Save.

Edit the team name

Open Administration > Teams.
Click edit corresponding to the team's name you want to modify.
Select each user you want to add to the team. You can use the search field to narrow down your search.
Click the arrow button to move users to the box on the right.
Click Save.

The team name is changed.

Delete a team

You cannot delete a team that has a project assigned to it.

Open Administration > Teams.
Click delete corresponding to the team you want to delete.
Click Delete to confirm deletion.

The team is deleted.