View / Edit / Delete Team(s) - Solo Platform

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:

• Accessing the User Register.
• View Team.
• Edit Team.
• Manage Members in Team.
• Delete Team.

 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.