Teams

Teams in Astalty allow you to assign your team members into Teams that have a single Team Leader. This allows your Team Leaders to focus on their team when looking at reports and dashboards.

Each user can belong to one Team. Creating a Team also creates a reserved User Group with the same name, and Astalty keeps its membership in step with the Team.

Creating Teams

Viewing the Teams card requires permission to list Teams. Creating, updating or deleting a Team requires the corresponding Team permission. Admins have these permissions by default. Managers can view Teams by default but cannot change them, while Team Members and Support Workers do not have Team settings access by default.

To create a new Team, go to the Users settings page and select Create Team.

Team Name

Enter a unique Team name, then select Create.

Managing Team Members

Open the menu beside the Team and select Manage Team.

Select the Team Members and a Team Leader, then save. The Team Leader must be one of the selected Team Members and must have the Admin or Manager role. A user who already belongs to another Team cannot be added until they are removed from that Team.

Renaming and Deleting Teams

Renaming a Team also renames its reserved User Group. Deleting a Team deletes that User Group and any qualification requirements attached to the group. A Team with active members cannot be deleted, so remove its active members first.

Video Walkthrough

For a video walkthrough on how to create and manage your Teams as well as add Team filters to reports and dashboards, please watch the video below.