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:
- Open the Team and Workgroup Manager
- Click the User Teams radio button.
The Manager lists the existing Teams.
- Click the
Create New button
.
A [New] Team is added to the list.
- Define general information for the Team:
- Click the Info tab.
- Name: Provide a name for the Team.
- 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.
- Description:
Provide a description to use within CSM (this property can be searched in CSM Item Managers).
- Define options for determining how e-mails are sent to the Team (when
the
Team
is chosen as an e-mail recipient):
- 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).
- 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.
- Add
Users to the Team:
- Click the Members tab.
- Click the
Add button.
The Add Team Member window opens.
- 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.
- 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.
-
Click OK.
The User(s) are added to the Team.
- Click
Save
.