Navigate to Team Management
Access user management options by clicking on the "Organization" tab, from your main dashboard.
In the teams tab, you can create teams and assign them to different products, markets, and tags. Each user can only be assigned to one team. Teams can be assigned to overlapping products, markets, and tags.
Create a new Team
On the page's top right corner is a button to add a team. Give the team a Name and Description.
Create or Select the Assigned Categories
What are Categories & Tags used for?
Categories are used to segment your content to ensure you can A) Select only the relevant content when completing a project and B) Ensure that when the content is flagged for review, it’s sent to someone with the permission and required expertise to update it.
In this example, a customer uses the categories to separate their content by Product and Country.
Each team can be assigned none, some or all of the items in a category. Here, we have provided two examples to explain this.
Example 1:
The Global HR SMEs Team is responsible for Human Resources, Recruitment and Learning Management Products. You can see that there is no Assigned Country for this team. This means that all content for these products, no matter the market, will be sent to review to the Global HR SMEs team.
Example 2:
The US Security SMEs Team is responsible for the contest for the Security Product but only within the United States.
Select one or multiple tags in the different categories
As discussed in the examples, you should select multiple categories. You can select one or multiple items for each category with each dropdown.
Your new Team is ready to be used!
To add a user to your newly created team, go to the User Management tab and click edit on a user.
You can then click the dropdown and select the team to which you would like to assign the user.
Now that your teams are set up, you can add teams as collaborators on projects and assign them to sections of requirements for editing or reviewing work.