Create a Team
To create a team, follow the steps outlined below.1
Open a building from the portfolio
From the portfolio-level, navigate to the Buildings section and select a building.
2
Open the Teams section
In the building-level sidebar, select Teams.
3
Click + Add Team
Once inside Teams, click the
+ Add Team button to open the creation form.4
Enter team details
Enter the Name and Description for the new team.
5
Assign team members
Select the users you want to assign to the team as members.
When assigning a user, you can make them a lead member by toggling on Lead member in that user’s row.
Manage Teams
The Teams section lists all teams for the selected building. Each team has a dedicated page where you can view and manage that team’s details. To manage a team, follow the steps outlined below:1
Open a building from the portfolio
From the portfolio-level, navigate to the Buildings section and select a building.
2
Open the Teams section
In the building-level sidebar, select Teams.
3
Select a team
Select a team from the list. You will be taken to that team’s page.
4
Manage the team
Once inside the team’s dedicate page you can complete the following actions:
- Use the icon to edit the team details.
- Use the icon in the upper right corner to delete the team.
- Use the icon on a users row to unassign the user from the team.
- User the
+Assignbutton to assign a new user to the team.

