This article applies to:
Admins, Managers,
Free, Premium Procurement
Estimated time: Less than 5 mins
Overview
The Teams functionality allows you to designate a specific set of people as a Team.
Teams can be assigned to workflow steps that might have a group of approvers instead of an individual (i.e. Infosec, legal, finance, etc.)
Any time a workflow step is assigned to a Team, every person within that team will receive a notification about that assignment and any person in the team can complete the assignment.
Manage Your Teams
Click Admin on the bottom of the left sidebar then click Teams.
Create a Team
Click Create team
Enter a Team Name
Enter a brief description (optional)
Click the text box under Add assignees
Add all relevant individuals by browsing or searching by name
Click Create
Edit a Team
Click the name of an existing Team
Add a person using the search bar at the top
Remove a person using the 3 dots to the right of their name
Delete a Team
Click the three dots to the right of the team name, then click Remove
Assigning a Team to a Workflow Step
Navigate to the workflow template you want to edit
Click View on the template to edit it
Click into a workflow step and click the Assign to field. Change the assignee to Team.
In the Select team dropdown, choose the appropriate team
Click Publish changes to save