Editing team details

Here’s how to edit team details, and manage team members. If a team is no longer needed, you can delete the team from Alloy.

In addition to setting team members and general settings, you will need to configure custom pricing information before the team can receive work assignments. See Configuring team pricing.

  1. Select a team to view its details.
  2. In the Item details panel, the General page is displayed by default.
  3. Select the button on the action bar. You can now edit the fields displayed in the General tab.

Managing team members

  1. Select a team to view its details.
  2. In the Item details panel, select the Members page.
  3. To add members to the team select the more actions button from the action bar.
  4. Select Add member, see Adding team members for details of how to add members.

alternatively:

  1. Select the button on the action bar. This allows you to remove members from the team by selecting the alongside the member.

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  1. When you have finished editing the list of members select Save to update the system.

Adding a team leader

  1. In the Item details panel, select the Leaders page.
  2. To add leaders to the team select the more actions button from the action bar.
  3. Select Add leader, see Adding team members for details of how to add leaders.

alternatively:

  1. Select the button on the action bar. This allows you to remove leaders from the team by selecting the alongside the leader.

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  1. When you have finished editing the list of members select Save to update the system.