Teams for TMS Administrators

Create a Team

1. Locate and hover over the Teams icon on the left hand navigation bar.
2. Select the Teams icon.
3. Select +Create Team.
4. Enter a Team Name.
5. Enter a short team description (optional).
6. Select +Create.

Adding Owner(s) and Team Members

1. During the Team creation process, you can choose to:
   • Add Owners
     • Select Add Owners and a list of users will appear.
     • Search or select the user you wish to make an Owner.
     • Upon selecting the user, you will select the Blue Crown to indicate a Team Owner and the icon will appear next to the Owners Name.
     • Use the back button or bread crumb to return the Team creation screen.
   • Add Members
     • Select Add Members and a list of users will appear.
     • Search or select the user you wish to make a Member.
     • Upon selecting the user, you will select the Purple Person icon to indicate a Team Member and the icon will appear next to the Members name.
     • Use the back button or bread crumb to return the Team creation screen.

View Teams

1. Locate and hover over the Teams icon on the left hand navigation bar.
2. Select the Teams icon.
3. Locate the Team you wish to View in the list and select the eyeball icon to view the Team description, Owner(s) and Members.

Editing Teams

1. Locate and hover over the Teams icon on the left hand navigation bar.
2. Select the Teams icon.
3. Locate the Team you wish to Edit in the list and select the pencil icon to Edit the Team description, Owner(s) and Members.
4. Team Owners and Members are removed by selecting the X next to the name.