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Manage Teams

Note

You have to be the member of admin group to access this screen.

Use this screen to manage teams. The team management screen is available in the Manage Teams menu item of the Calendar menu. Additionally, it is also accessible from the Resource Overview and Manage Team Agents screens.

Manage Teams Screen

Manage Teams Screen

Manage Teams

To create a new team:

  1. Click on the Add Team button in the left sidebar.
  2. Fill in the required fields.
  3. Click on the Save button.
Add Team Screen

Add Team Screen

Warning

Teams can not be deleted from the system. They can only be deactivated by setting the Validity option to invalid or invalid-temporarily.

To edit a team:

  1. Click on a team in the list of teams.
  2. Modify the fields.
  3. Click on the Save or Save and finish button.
Edit Team Screen

Edit Team Screen

To manage team agents:

  1. Click on the Manage Team Agents button.
  2. Assign agents to teams and vice versa in the Manage Team Agents screen.

To export a team:

  1. Click on the export icon in the last column of the overview table.
  2. Choose a location in your computer to save the Export_Team_Team_name.yml file.
Export Team Screen

Export Team Screen

To import a team:

  1. Click on the Browse… button of the Team Import widget in the left sidebar.
  2. Select a previously exported .yml file.
  3. Click on the Overwrite existing entities checkbox, if you would like to overwrite the existing teams.
  4. Click on the Import team button.
Team Import Widget

Team Import Widget

Note

If several teams are added to the system, use the filter box to find a particular team by just typing the name to filter.

Team Settings

The following settings are available when adding or editing this resource. The fields marked with an asterisk are mandatory.

Name *
The name of this resource. Any type of characters can be entered to this field including uppercase letters and spaces. The name will be displayed in the overview table.
Permission group *
Agent groups that can manage the team. Full access to this group is required for anyone to be able to manage the team and its agents, as well as assign them as resources to appointments.
Comment
Add additional information to this resource. It is recommended to always fill this field as a description of the resource with a full sentence for better clarity, because the comment will be also displayed in the overview table.
Validity *
Set the validity of this resource. Each resource can be used in OTRS only, if this field is set to valid. Setting this field to invalid or invalid-temporarily will disable the use of the resource.