Overview

When you first create a team, the team is empty by default. There are two types of member that you can add to the team:

  • Team Leader
  • Team Member

In both cases you can add one or more members to the team.

Adding a team leader

Alloy allows you to identify a user as team leader within a team. If you have created a new team or editing an existing one use the following procedure to add a team leader:

  1. Select a team to view its details in the Item details panel.
  2. In the Item details panel, select the Leaders page.

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  1. Select the more actions button from the action bar.

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  1. Select Add leader. The Add team leader page appears on the left hand side.

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  1. Select the User field. A dialog appears that allows you to select a user’s name to add as a leader to your team.
  2. Select Next. The Details page is displayed. By default this page contains no details fields, however your system may have custom attributes configured that display fields that are used to include additional details.
  3. Select Add to complete the selection of a leader. A notification pops up to confirm when your changes have been saved. The leader is displayed in the item details page.

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Adding a team member

Alloy allows you to add users as members within a team. If you have created a new team or editing an existing one use the following procedure to add a team member:

  1. Select a team to view its details in the Item details panel.
  2. In the Item details panel, select the Members page.

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  1. Select the more actions button from the action bar.

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  1. Select Add member. The Add team member page appears on the left hand side.

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  1. Select the User field. A dialog appears that allows you to select a user’s name to add as a member to your team.
  2. Select Next. The Details page is displayed. By default this page contains no details fields, however your system may have custom attributes configured that display fields that are used to include additional details.
  3. Select Add to complete the selection of a member. A notification pops up to confirm when your changes have been saved. The member is displayed in the item details page.

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