How to create a team?

Note: Only Portal Admins can create new teams. Teams are designed to organize end users of the Sanas Application

1. Go to "Users” in the navigation menu or sidebar.

2. Click on "Create team" as shown in the image below (highlighted in orange) to create a new team

   

3. Enter Team Details:

   1. A new popup window will appear. This window is where you'll input the details for the new team.

   2. Start by giving the team a name in the designated field.

      

4. Add Team Supervisor (Optional):

   1. Choose a team supervisor from the list of members already added to the workspace.

   2. You can also add supervisors later.

5. Adding Users (Optional):

   1. You can either add users to the team at this point or do it later.

   2. While adding users,

      1. The user name is optional. It is recommended that you add names so it is easier to identify users correctly.

      2. User ID is mandatory. User ID is a unique name for your agents. They will also need this to log in to the application.

   3. On successfully adding the users, a CSV file is generated and downloaded automatically. It contains the temporary user credentials that they can use to login to the app.

6. Click "Create Team" to complete the team creation process.

Video Tutorials

How to create teams