Managing Teams

Overview

You can use the Teams feature to assign work to groups of users. To effectively use teams, you'll want to:

1. Configure your review and scoring forms.
2. Add users. 
3. Create your teams. 
4. Add your forms and teams to the respective phases. 

This process creates efficiency and automation so that when you change an applicant's phase, any associated review forms are automatically assigned to the team. 

Adding a Team

1. From the Settings menu, open the Organization section, then select Teams. 
   
   
    
2. Click the + icon to create a new team, then: 
   • Give the team a name. 
   • Choose a category – categories help you organize your teams.
   • Add team members. 
     • Managers are optional and do not have additional permissions; however, this option is available for you to better organize your team (for example, you might have a reviewer who oversees the work of others). 
     • If preferred, you can save your team without adding any members and can add them later.

When you're finished, c​​​​​lick Create Team.