Manage Teams :: Kloudfuse Docs
Manage Teams
Use this page to create and manage teams, add and remove members, and control team membership roles.
| Teams must have unique names. |
Using the Teams Interface
The Teams interface has the following information and affordances:
- Create team button to create a new team. See Create a Team.
- Search bar to locate specific teams, by Team name or Owner email.
- List of existing Teams.
- Bulk and individual action selectors.
- Sort for the team list, on Team name.
- Hover over the team you plan to Change, and click its name; the
detail interface appears. - Specify the number of rows you can see on each page.
- Navigate across pages by clicking individual page numbers, or (forward) and (backward) arrows.
Create a Team
| Only Admin users can create new teams. |
Follow these steps to create a new team of users:
- Click the Create Team button at the top of the page.
- The Create Team interface appears.
- In the Create Team interface, enter the Name of the Team.
- Click (Save).
- Kloudfuse notifies you that you successfully added a new team.
Find a Team
In large organizations, it may be hard to find an existing Team. Kloudfuse enables you to find Teams through our Search function.
- In Teams, click the Search bar.
- Start typing the key word, and Kloudfuse automatically filters the list of potential matches.
Default Team Admin
When you create a new Team, Kloudfuse automatically assigns to it a default team member with an Admin Role. You may notice that the new teams, which you had no chance to edit, appear in the Team list with Member count of 1 member each.
Add Team Members
Team members can have one of two roles within the group:
- Admin: This member can manage the team.
- Member: This member cannot change team parameters or permissions of other members.
To assign members to a team, follow these steps:
- Hover over the team you plan to Change, and click its name; the
detail interface appears. - In the Team Members section, use the Select user drop-down to find a user within your organization.
- In the second drop-down, select the member’s Role within the team.
- Click (Add Member).
- The new team member’s information, Email and Role, appears in the list of Team Members.
- Proceed to add more users to the team.
Change a Member’s Role
Occasionally, you may have to change a team member’s role. Follow these steps:
- Hover over the team you plan to Change, and click its name; the
detail interface appears. - Select the row for the member where you plan to change the role.
- In the Role drop down, select the necessary alternative, and click it.
- The new role level appears in the list of team members.
Remove a Member from the Team
To remove a member from a team, follow these steps:
- Hover over the team you plan to Change, and click its name; the
detail interface appears. - Hover over the member you plan to remove.
- Click the (Remove) icon.
- In the Remove member confirmation interface, click (Remove).
- Kloudfuse confirms that the member is no longer in the team.
Set Team Policies
For instructions on managing team policies, see Team Policy Assignment.
Delete a Team
As organizational needs change, we recommend that you delete teams that no longer serve a business need.
To delete a team, follow these steps:
- Hover over the team you plan to delete.
- When the (trashcan) icon appears, click it.
- In the Delete Team prompt, click (Delete) to confirm, or Cancel to cancel deleting the team.