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Teams Management User Manual

The Teams App is part of a our platform designed to manage teams. It provides a detailed view of a specific team, including its members, statistics, and available actions. This component is user-friendly and allows users with appropriate permissions to manage team details effectively.

1. Overview

The Teams App is a collaborative tool designed to help organizations manage teams efficiently across projects and departments. It enables users to create, view, and manage team structures, assign members, and track essential details such as roles, contact information, and project participation.

Whether you are coordinating internal departments or managing distributed project teams, the app provides an intuitive interface for team oversight, role assignment, and performance visibility.

Core Capabilities:

  • Create and organize teams by function, department, or project
  • Add and manage members with detailed profiles including roles, emails, and phone numbers
  • Assign team leaders and highlight their responsibilities
  • Track team statistics, such as member count and project involvement
  • Control access and actions through role-based permissions

The Teams App is ideal for HR professionals, project managers, and operations teams who need a clear and scalable way to manage human resources within an organization.

2. Key Features

Team Information Display

  • Displays the team's name and description prominently.
  • Shows statistics such as:
  • Total number of members
  • Number of active projects
  • Whether a team leader is assigned

Member Management

  • View a list of team members, including:
  • Name
  • Position
  • Email address
  • Phone number
  • Team leaders are highlighted with a special label.

Actions

  • Users with permissions can:
  • Add new members
  • Update team details
  • Delete the team
  • Each member can be edited or removed.
  • Includes breadcrumb navigation for easier access across the application.
  • Certain actions are restricted based on user permissions.

3. User Interactions

Viewing Team Details

  • When accessing the Teams Detail page, it automatically:
  • Fetches and displays team information and statistics
  • Lists all team members with email and phone contact options

Adding a New Member

  1. Click "Add Member".
  2. Fill in the new member’s details in the form.
  3. Submit to add the member to the team.

Updating Team Information

  1. Click "Update Team" in the dropdown menu.
  2. Modify the team’s information in the form.
  3. Submit the form to save changes.

Deleting a Team

  1. Click "Delete" from the dropdown menu (if permitted).
  2. Confirm the deletion in the modal that appears.

Managing Members

  • Click the ✏️ pencil icon to edit a member.
  • Click the 🗑️ delete icon to remove a member, confirming the action in a modal.

4. Permissions

  • User permissions are checked before performing actions.
  • Only authorized users can manage or modify team data and members.

5. FAQ

How do I add a new member to the team?

Click the "Add Member" button, fill out the form, and submit it to add the new member.

Can I update the team’s information?

Yes, use the "Update Team" option, modify the details, and submit the form to save changes.

How do I delete a team?

If you have the correct permissions, choose "Delete" from the menu and confirm the action.

What should I do if I can't see management options?

Make sure you have the proper permissions. If needed, contact your system administrator.

How are team leaders identified?

Leaders are marked with a special label next to their name in the member list.

How does the page look like?

Teams Table Example