As an administrative user, you can add users to teams. A team is generally created to isolate or include others when working on or viewing orders. Users can be partitioned in teams so that only specific users are allowed to work on orders that they are deemed responsible for working on.
To add a user to a team:
- Navigate to System Administration > Portal Users.
- Select the user from the grid.
- Select the Edit button from the form header.
- Select the Team button from the form header.
- Select the Add button.
- Choose the team and select Add.
- Select Save.
The user has now been added to the team.
Assigning a Primary Team
If a user is part of multiple teams, they can be assigned a Primary Team. When assigned, this is team used when orders are created. If you do not assign a Primary Team, the first team, in alphabetical order, will be considered primary.