Adding a Team

How to add a team

Teams are used with workflow. When a form needs to go through a series of steps in a workflow, teams help provide a list of users that can be selected during the workflow either as a group, or individually. Users can be assigned to as many teams as needed to accommodate different workflows.
Set up users before setting up teams.

1. From the Administration menu, click Teams to open the Teams page.
   
2. In the upper right, click (Add Team) to open the Add Team window.
   
3. Enter a team name in the Team Name field.
4. Click  in the Team Member list. The Add Team Members window appears.
   
5. Select the members of the team from the list of users in FormsPro.
6. Select a primary lead from the list of team members already on the team. Then, select a second lead if necessary. Team leads are used to assign a supervisor or other type of person in charge to a step in a workflow.
7. Click Save to save your changes.