You’ve created various teams to group people together by department, business unit, or function. But what happens when people come and go from teams? AchieveIt allows you to quickly and easily add and remove users from pre-existing teams. Below you’ll see the steps to rename your team or add/remove any team members.
1. Make sure you are a User Manager.
2. Select the Admin menu then select the Teams option.
3. You’ll see a list of teams you can edit on the left side of the page. Select the team that you would like to edit.
4. To edit the name of the team, click on the triple dot icon next to the team name, then 'Edit'.
Update the team name and click the green check mark to save your changes or the X to cancel.
5. To edit the members of the team, click the pencil icon in the 'Access' panel.
Update the Team Lead by selecting a new user from the Team Lead dropdown, or add new Team Members by clicking additional users from the Team Members dropdown. Remove users as Team Members by clicking the 'X' next to their name, or the X icon at the end of the field to remove all.
Click 'Save Changes' to update the Team and exit Edit Mode.
Note: Team Leads are required. Teams can be created or updated to have no current Members.
If you need to learn how to create a team – click here.