Within the People section, we also have the possibility to create and manage Teams in which these users work. To access this section it is necessary to have at least the “View” People permission.
Having this well configured, we can apply it as a filter within the various sections of COR, add an entire team when creating / editing a project, as well as to correctly set the permissions of the people in the company.
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Team Creation
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Member's Adhesion
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Member Deletion
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Team Editing
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Team Deletion
Team Creation
To add a new Team, simply indicate the name where “New Team” appears and press the “Enter” key. This can refer to an area of the agency, an exclusive team for a client or a team led by a person. To perform this action we only need to have the “View” People permission.
Members' Adhesion
After having created the team, we will be able to add its members with the + Button. To perform this action, in addition to having the “View” People permission, we need the “Edit” permission.
Deleting Members
When you place the cursor over the photo of any team member, you will see a button to delete him/her. To perform this action, in addition to having the “View” permission, we need to have the “Delete” permission.
Edit Team
By clicking on the 3 dots to the left of each team, we have the option to edit it:
From this section, we will be able to modify the Team name, add a description and also add and delete members, according to the permissions we have. To save the changes, we have to click on the blue “Ok” button.
Deleting a Team
From the 3 dots on the left side of the team, we will be able to delete it when we no longer need it, or if it has been created by mistake.
When you select “Delete” you will see a notification that, when checked, will allow you to massively disassociate the projects assigned to the team.