Create a Team

Use the Team and Workgroup Manager in CSM Administrator to create a Team or a Customer Workgroup. When you create a Team/Workgroup, you define:

• Info: Name, description, and e-mail information for the Team.
• Members: Users on the Team.

Good to know:

• If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.

To create a Team:

1. Open the Team and Workgroup Manager
2. Click the User Teams radio button.

   The Manager lists the existing Teams.

3. Click the Create New button .

   A [New] Team is added to the list.

4. Define general information for the Team:
   1. Click the Info tab.
   2. Name: Provide a name for the Team.
   3. Image:

      Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

   4. Description:

      Provide a description to use within CSM (this property can be searched in CSM Item Managers).

5. Define options for determining how e-mails are sent to the Team (when the Team is chosen as an e-mail recipient):
   1. Send to All Members Who Have a Valid E-mail Address: Select this radio button to send e-mails to all of the addresses for all members of the Team (based on the member list created in the next step).
   2. Send to This Alias: Select this radio button, and then provide the e-mail alias (ex: Admins@mycompany.com) to send e-mails to an already defined e-mail alias. This option is useful if a company has created an e-mail alias (ex: Company Administrators), which mirrors the membership of the Team.
6. Add Users to the Team:
   1. Click the Members tab.
   2. Click the Add button.

      The Add Team Member window opens.

   3. Click one or more Users to add to the Team.

      Tips: Press CTRL to select noncontiguous Users. Press SHIFT to select contiguous Users. Click New user to create a new User Profile on-the-fly.

   4. To designate a Team manager, select a User (member), and then select the Team manager check box. You can designate more than one manager, if needed.

      Note: If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.

   5. Click OK.

   The User(s) are added to the Team.

7. Click Save .