Overview

Teams let you group users together so they can be managed more easily across the platform — helpful when several staff members should be treated as one working group instead of being assigned one by one.

Before you begin

• Access to Config > Organization Settings > Teams.

Steps

1. Go to Config > Organization Settings > Teams.
2. Open the Teams tab.
3. Click the menu button in the top-right of the Teams section.
4. Select Add New Team.
5. In the Add Team window, enter the Name of the team. Example: Front Desk, Medical Records, or Prior Auth Team.
6. In the Users section, search for the users you want to include.
7. Select users one at a time from the search results. Each selected user appears in the team member list below.
8. If you add someone by mistake, click the remove icon next to their name.
9. Click Save Team.
10. Confirm the new team appears in the Teams list.

Troubleshooting

• If you can't save the team, then make sure it has a Name — a team must be named before it can be saved.
• If you're not ready to add members yet, then save the team without users and come back to update it later.