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To add people to a Team, you will first need to set up teams via Settings - Teams:
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π‘ Due to security reasons, only Admins can manage teams (add and remove members, create and delete teams).
Creating Teams and Adding Members
To create a team, select +Create team and give it a name:
To add members to a team, click on a team and select +Add member
To see the list of teams to which a person is added, click on the following icon in the person overview:
Sharing options
At the moment, only sharing Dashboards with a Team is supported, which is a Premium feature.
With future updates, Sharing options will be added to projects and other objects in the app:
A Dashboard, in this example, can be shared with a person or a Team:
After selecting the Team, you will need to select a permission level for that team:
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Using Teams as Field and Filter
Teams can also be used as a field in the Contacts overview, both in the main Contacts module or via Settings - Users:
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Additionally, Teams are available as a filter in Resourcing and Reports (where applicable):
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