Practitioner | Create a team | How-to

Where: Teams tab
What it does: Creates a new team and adds members.

Create a Team:

1. Go to Teams and click Create a Team.

2. Enter a clear Team name (it appears in each member’s Portal).

3. Add members by name or email.

4. Save the team.

Tips: Use a naming convention (e.g., Dept – Location – FY25 Project). Ensure members have unlocked/shared profiles for full features.

Related Articles:

Practitioner | Edit a team | How-to