Guide

Create A Custom Team

To create a team, you will need to:

  1. Click on “Settings”.

  2. Click on “Users & Roles”.

  3. Next, click on “Teams” and then “Add Team”.

  4. In the new Dialogue window, enter a name and description for the team and assign the desired Services and Entities (which are listed here) that the team will have access to:

    • Once happy, click “Save”.

Last updated: 7/2/2025