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To view a team, search for its name on the search box located on the top right and then click on the tab “More”. You will be able to see the team ID, Name, Hierarchy information, Details of mobile + web users, and Dashboards+workflows attached to the team.

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Create a team

  1. Click on the plus (+) sign in the banner

  2. Fill the required information

    1. Team Name

    2. Pick the mobile users that must belong to that team and confirm

    3. Pick the web users that must belong to that team and confirm

    4. Pick the workflows that must be accessible to the users in that team and confirm

    5. Pick the dashboards that must be visible to the users in that team and confirm

  3. Click on 'create' to confirm the operation

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