Managing Teams

Teams allow dividing all workspace members into smaller teams (groups). A team can represent a department, office location, or project. Members within the team are notified about each other leaves.

In this article

Each team can have one or more  Team Managers. Team Managers can approve team members' leave requests and manage who is part of a team.

How to Create a New Team

  1. Sign in to Spock Dashboard
  2. Click Members tab
  3. Select Teams in the left menu
  4. Click Add New Team button (right side)
  5. Enter the name of the team

  6. Click Save

How Add/Remove Member(s) to Team

  1. Sign in to Spock Dashboard
  2. Click Members tab
  3. Select Teams in the left menu
  4. Select team, you want to manage members
  5. Click "Add New Members" to add or "Remove Members" to remove
  6. Check users you want to add/remove to the team
  7. When adding, select team role for the member:

    Team Manager Role (can approve team's leave requests and manage team)
    - Member Role

  8. Click "Add Selected Members" to add new members

If you want to change only the role of a member, remove him first, then add with a new role.

How to Delete a Team

  1. Sign in to Spock Dashboard
  2. Click Settings tab
  3. Select Teams in the left menu
  4. Select team, you want to delete
  5. Click the link "Delete team?" in the right-bottom corner
  6. Check to confirm deletion

  7. Click the Delete team button

Notice: You have to remove all members from the team before deleting it.

Managing User's Memberships in Profile

You can manage user's role in user's profile:

  1. Sign-in to Dashboard
  2. Go to Members
  3. Search user
  4. Open his profile
  5. Click "Roles and Teams" tab
  6. Click "Add New Membership"
  7. Select "Team"
  8. Select "Role"
  9. Save to confirm

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