Manage Teams (User Groups)

You can group multiple users into a team (also called a user group in some parts of Uptempo).

Teams can help you to manage users more efficiently, because you can use them to apply certain actions or configurations to all of the members of a team collectively, instead of one-by-one. For example, you can use teams to:

• Apply the same access permissions to all members of a team

• Assign workflow steps (in the Jobs module) to all members of a team

• Invite all members of a team to a review (in the Reviews module) with one click

As an administrator, you can create new teams as needed. You can manage your existing teams by viewing the list of existing teams, renaming a team, viewing a list of users assigned to a team, and deleting teams that are no longer needed. For existing teams, you can also manage which users belong to each team: for details, see Add or Remove Users as Team (User Group) Members.

View All Teams

You can view a list of all of the teams that exist in your Uptempo instance.

To display an overview of the existing teams:

• In Uptempo, navigate to Administration > Overview > User & Groups > User Groups.

  A list of existing teams is displayed.

Create a Team

You can create new teams as needed.

To create a new team, follow these steps:

1. In Uptempo, navigate to Administration > Overview > User & Groups > User Groups.

   The User Groups page opens.

2. Click New user group.

   The New user group page opens.

3. Type a name for the new team into the Name field.

4. Click Save to finish creating the new team.

   You are automatically returned to the User Groups page, where the new team appears in the list.

You have successfully created a new team, and can now begin adding users to it. For instructions, see Add or Remove Users as Team (User Group) Members.

Rename a Team

You can change the name of an existing team at any time.

To change the name of a team, follow these steps:

1. In Uptempo, navigate to Administration > Overview > User & Groups > User Groups.

   The User Groups page opens.

2. Find the team that you want to rename in the list and click Edit on that team.

   The Edit page opens.

3. Type the new name for the new team into the Name field.

4. Click Save to finish changing the team name.

   You are automatically returned to the User Groups page, where the team's new name is now shown in the list.

You have successfully renamed a team.

View a Team's List of Members

For any existing team, you can see a list of user accounts that have been added to that team.

To view a list of user accounts that are assigned to a team, follow these steps:

1. In Uptempo, navigate to Administration > Overview > User & Groups > User Groups.

   The User Assignment page opens, displaying a list of all users who are currently assigned to a team.

   Note: If a user is a member of multiple teams, they will be listed here multiple times (one entry for each team that they are a member of).

2. In the section Filter results by:, select the team whose member list you want to view from the User group list.

   The list of users will refresh to show only the user accounts that belong to the selected team.

You have successfully viewed a team's list of members.

Delete a Team

If you no longer need an existing team, you can delete it (as long as there are no dependencies that need to be resolved first — see note).

To delete an existing team, follow these steps:

1. In Uptempo, navigate to Administration > Overview > User & Groups > User Groups.

   The User Groups page opens.

2. Find the team that you want to delete in the list and click Delete on that team.

   Warning

   The selected team will be deleted immediately, and you will not be asked to confirm the deletion. Proceed with caution.

   • If there are still users assigned to the team you are deleting, a dialog appears where you are prompted to select a user group to move these users to. Use the Please choose list to select another user group, then click Delete to move the users and delete the selected team.

3. You are automatically returned to the User Groups page, where the deleted team has been removed from the list of teams.

You have successfully deleted a team.

Next Steps

• Add or Remove Users as Team (User Group) Members