How to: Create a new Team

Creating a new Team

Teams are a good way to target information to different groups of people.

A person may be a member of more than one Team in a Channel. A Workplace Member may belong to an interest group, or have responsibilities related to health & safety or be a member of the fire safety committee. 

Team Management

  • Team Management: In the Admin View, click on Team Management. Here you will see a list of all of the teams in your workplace.

    Team_Management_screen.png
     
  • Export Permissions: When creating a new Team, it is best to start from an existing Team. Select a Team that has a similar level of access to the new one you have in mind. Click on the Edit icon to edit the team permissions and click on Export. Save the exported file in a known location. 

    Edit_Team_Permissions.png
    Note: It is not recommended editing the default teams.

  • Create a New Team: You can create a new team for your workplace (such as Concierge or Security Team). Enter a Team Name, choose whether the new Team is visible publicly, and set a maximum capacity if desired.
  • Chose Permissions: Define the permissions you'd like to set for the new Team. Here, you can import the downloaded file from a similar Team, and configure only what needs to be different.

    It is important to be careful here, as any incorrect changes to permissions can cause access issues in your Channel. 

    Permissions_and_Requirements.png

 


Need help with assigning permissions? Feel free to reach out to our Support Team: support@joinlane.com. We happily stand by to lend a hand!

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