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

By default, only Admins can create or change Teams.

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 Members.

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.