Overview
The Setup: Teams area within Solo Platform provides access to the Teams Register and to the functionalities of Add New / View / Edit and Delete Team.
A Team is a grouping functioning within Solo and can be used as per business requirements. It is fully editable by Solo Platform Operations Managers and Administrators.
Prior to actioning this process, you will:
- Have logged into Solo Platform.
In this article you will learn about:
Access the Teams register
- From the Solo menu.
- Expand the Setup section of the menu.
- Select Teams from the available options
Result: The Teams register will display.
View a Team
IF you wish to View the Team record:
- Identify the Team you wish to View.
- Click on the Team Name.
Result: The Team Details will display.
Note: If you wish to edit the Team after viewing click the Edit button.
Edit a Team
IF you wish to Edit the Team record:
- Identify the Team you wish to Edit.
- Click Edit.
Result: The Team Details will display in Edit mode.
- Make all the required changes to the Details and/or Manage Members records.
- Click Update.
Result: The Team register will redisplay.
Delete a Team
IF you wish to delete a Team:
- Identify the Team you wish to Delete.
- Click on the Edit.
Result: The Team Details will display in Edit mode.
- Click Delete.
Result: The Delete confirmation will display.
- Click Delete to confirm.
Result: The Team register will display minus the Team deleted.
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