How to create a team and assign members
Group users into teams so expiries can be assigned and tracked by team, with backup coverage rules.
What is it
A Team groups users together (e.g. by department: "Facilities", "Legal", "HR") so expiries can be assigned to and reported on at the team level, not just individually. Backup Rules define a fallback assignee for a given expiry type when the primary owner is unavailable, so nothing stalls if someone is out.
Why / when to use it
Steps- Use teams once you have more than a couple of people, so ownership and reporting scale by department rather than by tracking each person individually.
- Set up Backup Rules for critical expiry types (e.g. safety certifications) so a single person being on leave never becomes a single point of failure for a compliance deadline.
- From the sidebar, go to Teams (admin/editor only).
- On the Teams tab, type a name and click Create Team.
- Select the team from the dropdown, then use Add Member to add existing users to it (remove a member with the X next to their row).
- Rename a team with its pencil icon, or delete it (only allowed if it has no expiries assigned).
- Use the Availability tab to see who's available, and Backup Rules to set up a fallback assignee for a given expiry type when the primary owner is unavailable.