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Pulse teams are created by your Insight system administrator using the Manage Teams window. This section describes the process for creating teams, assigning users to teams, and assigning roles to users.  

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Note: In the above example, teams are already created and organized in a hierarchical tree order. However, you can choose to set up your teams in a straight line descending order.

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Position

Allowed activity

Customer Administrator

Full administrative rights to all teams. This position can

  • create, modify and delete teams. 

  • assign roles and remove users from teams.

Team Administrator

Only assign roles and and remove team members within the resident team.

Team Member

No administrative rights.

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Viewing Team History 

You can display a time-line of changes made to the teams. 

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1 

In the Manage Teams window, click the person icon on the team to which you are assigning roles:

Result: The Assign Team Members menu for the team is displayed:

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The following table describes the sections of the Assign Team Members menu.

FieldDescription
Team informationAt the top of the menu is information relating to the team, including the team name, the level of the team in ranking order from from the default top team, the name of the company and the location of team in the Pulse user hierarchy.
User type selection

Click to filter the list by user type:

  • All Roles
  • Customer Admin
  • Team Admin
  • Normal User

Note that All Roles is displayed by default.

User status

Click to display users that are inactive or assigned:

  • Show Inactive– Users that are not assigned to a teams.
  • Show Assigned – Users assigned to a team.

How user status is indicated:

The following describes how user status is indicated.

When the user name is...Then the user is...
boldassigned.
marked with an asterisk *assigned to multiple teams.
normal textnot assigned.
italicized inactive.


Check User Profile Available only when a user is selected, click to display the subscription information for the user, including entitlements and contract start and end dates.

2

Click on the user name and then use the arrow to move the user into the Assigned Team Members box. Repeat this procedure in reverse to remove users from a team.

 Note: See Understanding Team Members for information about the roles that are played by each of the three team members.

3

Repeat the above step for all users you are assigning.

4

Once you are done, click Save and Close.

Result: The menu closes and the roles are assigned to the team.

Note: For information about how team activity is reported, see Working with Pulse.

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