Creating a New Team

As office dynamics shift and new projects and functions arise, so does the need to create new teams. This can be done via the Master Add button or the Teams Homescreen.

The Master Add button can be found at the bottom center of the screen when navigating any page in Moovila. Click the Master Add button, then select Add Team from the menu.

Or, click the More Options menu in the left navigation, then select Team Admin from the menu. Click the Add Team icon in the bottom center of the Team Admin panel.

The Create New Team screen appears.

1. In the Name field, enter a name for the team.
2. Note the Status of the team. By default, it will be set to Active. Click this button to deactivate.
3. In the Description field, enter some details that define the team’s function and purpose.
4. Using the Type button, choose an Internal team if all the team’s members will be a part of your organization. Choose an Extended team if you anticipate including team members from outside of your organization.
   NOTE: Once the Group Permissions option has been selected and the Team created, it cannot be changed from Internal to Extended. This limits the possibility that individuals outside of your organization receive proprietary information not meant for external parties.
5. Click to Add Team Members. A select list opens-- choose all users you wish to add to your team.
   
    
6. New Team members will appear in the listing. By default, their role will be as a “member” of the team. Click the Role button to modify their assigned role. Note that guest users may only hold the member role.
   
    
7. The Status for users appears as Active by default. Click on the Status button to modify their status.
   
    
8. A team member may be deleted as long as they do not have any active assignments on the team. If they do have active assignments they may only be deactivated. Click on the delete icon to delete a team member.
   
    
9. Click Save to proceed with the creation of this new team.