Before you begin
These steps are for an Organization Admin setting up departments and teams. If you manage one department, ask your Organization Admin for wider setup changes.
Step by step
- As an Organization Admin, open Organization and Master data. Add the departments you need with clear names and codes.
- Under Teams, enter a code, name and department, then choose Add team.
- Open Members of your new team. Choose an active person and Add to team. The list updates after the change.
- Use People to invite colleagues or edit their access. Choose the role and department that fit their responsibilities, then preview and save the change.
- Give Department Admins only the departments and setup responsibilities they need. They can follow their own department’s Getting started section.
What happens next
Your team has a clear home and a visible member list. People use their own accounts and receive access suited to the work they need.
Need a hand?
Creating a team does not add everyone in its department. Add its members deliberately. Department Admins need an Organization Admin to change team membership or wider access. Invite someone for the account setup steps.
Still need help? Find support options.