Guide

Create a Custom Team

Settings

To create a team, you will need to:

  1. Click on “Settings”.

  2. Click on “Users & Roles”.
    <img alt=“Click on “Users & Roles"" src=“/images/docs/0VFJNCZZ7qQrvAlLz4Y1.png”>

  3. Next, click on “Teams” and then “Add Team”.<img alt=“Next, click on “Teams” and then “Add Team"" src=“/images/docs/OHHB00n8SH12RqMw0xW6.png”>

  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:In the new Dialogue window, enter a name and description for the team and assign the desired Services and Entities

    • Once happy, click “Save”.

Last updated: 7/2/2025