Teams

Prerequisites

• Access Level: Sub-admin, Admin.
• Permission Requirements:
• . Basic Team Interaction
  • View own teams
  • Edit own teams (depending on stature per-team)
• . Team Administration
  • View all teams in the system
  • Create teams
  • Edit any team in the system arbitrarily
  • Delete any team in the system arbitrarily
  • Add users to any team arbitrarily
  • Modify any team membership arbitrarily
  • Remove users from any team arbitrarily

Access the Teams

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.

View the Teams' Details

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team to view.
5. Click the View button in the top right panel.
6. In the left panel, view team name, number of members, description, creation and last modified dates, risk assessment ID, quotas and member details.

View the Teams' Quotas

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team whose quotas you want to view.
5. Click the View button in the top right panel.
6. Scroll down in the left panel under quotas.
7. View total cores, memory, and drive(s) allocation per team.

Create a New Team

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Click the Create new team button in the top right panel.
5. In the pop-up, enter the team name, optional ID and description.
6. Click Create new team.

note

You may encounter additional mandatory or optional fields set by your admin.

Add User(s) to Team(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team(s) to add user(s) to.
5. Click the Manage member(s) button in the top right panel.
6. In the pop-up, enter the user name(s) to add to the team(s).
7. Click Save.

note

If you accidentally add a user to the team, click Undo to reverse the action.

Edit Teams' Metadata

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team whose metadata you want to edit.
5. Click the Open Full Menu button in the top right panel.
6. Select Edit metadata.
7. In the pop-up, edit the team name, optional ID and description.
8. Once done, click Update.

note

You may also edit additional mandatory or optional fields set by your admin.

Edit Teams' Quotas

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team to edit quotas.
5. Click the Open Full Menu button in the top right panel.
6. Select Edit quotas.
7. In the pop-up, edit the total and per user VM cores, Memory, Storage Pools and Devices rules.
8. Once done, click Save.

Remove Teams' Quotas

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team to remove quotas.
5. Click the Open Full Menu button in the top right panel.
6. Select Edit quotas.
7. In the pop-up, click Remove quotas button in the bottom left.
8. Click Save.

caution

Removing team quotas enables the team to use unlimited resources.

Assign Team(s) to a Sub-Admin

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team(s) you want to assign to a sub-admin.
5. Click the Open Full Menu button in the top right panel.
6. Select Assign to subadmin(s).
7. In the pop-up, enter the subadmin name.
8. Click Assign.

info

When you promote a team member with sub-admin role to team manager, the system automatically assigns the team as a managed object to the team manager in Sub-admin Managed Objects section.

Make Team Announcements

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team to make an announcement in.
5. Click the Open Full Menu button in the top right panel.
6. Select Make an annonuncement.
7. In the pop-up, enter the team message.
8. Click Send.

Refresh All Teams Metadata

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Click the Refresh button in the top right panel.

Remove Team Members

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team to remove members from.
5. Click the Manage member(s) button in the top right panel.
6. In the pop-up, click the Delete button next to the team members you want to remove.
7. Click Save.

note

Removing members from a team also removes their team membership for that team.

Delete Team(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Teams section.
3. Click the Teams in the left panel.
4. Select the team(s) you want to delete.
5. Click the Open Full Menu button in the top right panel.
6. Select Delete.
7. In the pop-up, click Delete.

note

Before deleting a team, you must remove all its members.