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Teams

Teams Overview​

Teams serve as a management tool for administrators to group users together based on maintenance of a quota.

When you place a user in a team they are granted a certain amount of space that must be shared amongst all team members.

  • Teams are completely independent from groups and projects.
  • Teams simply restrict the amount of data usage that a user has.
note

Within the Teams section, you can view every team that exists in the system.

Each row displays the following information about the team:

  • Name of the team
  • Risk Assessment ID
  • Number of team members
  • VMs associated with the team
  • Cores & Memory associated with the team
  • Total team drives
  • Total attached drives
  • Total disk space

You can perform the following team actions:

  • . Create: to create a new team.
  • .Delete: to delete a team from the system. All team members must be removed before the team can be deleted.
  • .Assign to sub-admin: to edit the First/Last Name, contact email, department and position.
  • .Edit metadata: to edit data such as the name and description of a team.
  • .Edit quotas: to edit the quotas of that team such as memory, storage and drive size.
  • .Make announcement: to make an announcement to selected teams. These messages will show up in notifications.
  • .Add members: to add one or more users to selected teams.

Under the Teams section you have the Team Memberships section. Teams and team memberships have similar functionality, however, each section was implemented to assist you in different scenarios.

note

The Team Memberships tab serves a higher purpose when it comes to doing bulk actions.

info

Teams are entities where users can be added. Team memberships are a means of allocating users to their respective teams.

Teams Open Overlay​

To view the teams, navigate to the tab. From this point, you have two common workflows to access teams.

Workflow via Management:​

  • Navigate to Teams section.
  • Search the team you would like to view.
  • Select the team.
  • View the options in the top right panel.
tip

You can also right-click on the team to view its options.

View Teams via Management

Workflow via Vault:​

  • In the , navigate to Users section.
  • Search the user you want to view the teams of.
  • Click the user.
  • Alternatively, click the Three dots on the right then click the Open Overlay option.
  • In the overlay, click the Teams button in the left panel.
  • Select a team of the selected user.
  • View the team options in the top right panel.
View Teams via Vault

Workflow via Users:​

  • Navigate to Users section.
  • Search the user you want to view.
  • Select the user.
  • Click the Open Overlay button in the top right.
  • In the overlay, click the Teams button in the left panel.
  • Select the users' team.
  • View the team options in the top right panel.
tip

You can also right-click on the user to view its options.

View Teams via Users

Teams Bulk Selection​

Teams section allows multiple actions, some of which can be performed on multiple teams at once.

  • To select multiple teams, simply hold down the SHIFT key while clicking on their rows.
Bulk Actions in Teams

Create a new Team​

To create a new team navigate to the tab in the Teams section.

  • Click the Create new team button in the top right.
  • In the prompt, type a name for your team.
  • Optionally, type a risk assessment ID.
  • Optionally, type a team description.
  • Click .
info

Risk Assessment IDs serve the purpose of tagging teams.

Create a team

Add & Manage Team Members​

To add & manage team members navigate to the tab in the Teams section.

  • Select the team you want to add & manage members for.
  • Click the Add/Manage Members button in the top right.
  • In the prompt, type the user name(s) you want to add to the team.
  • Click .
Add members to a team

Edit Quotas​

To edit team quotas navigate to the tab in the Teams section.

  • Select the team you want to edit the quotas for.
  • Click the Edit quotas button in the top right.
  • In the prompt, type the total VM cores you want to allocate to the team.
  • Type the total VM memory.
  • Type the total VM drive size.
  • Type the total Vault storage.
  • Optionally, select the numbers of allocated devices.
  • Click on .
note

Team Quotas controls the maximum space allocation for each team.

Edit quotas

Make a Team Announcement​

To make a team announcement navigate to the tab in the Teams section.

  • Select the team where you want to make the announcement.
  • Click the Make Announcement button in the top right.
  • In the prompt, type the message you want to share with all team members.
  • Click .
Make a Team announcement

Edit Team metadata​

To edit team metadata navigate to the tab in the Teams section.

  • Select the team you want to edit.
  • Click the Edit metadata button in the top right.
  • In the prompt, edit the name, risk assessment ID or description.
  • Click .
Editing a Team
tip

You can refresh the updated data at any time, by clicking on the Refresh button in the top right corner.

Delete a Team​

To delete a team navigate to the tab in the Teams section.

  • Select the team you want to delete.
  • Click Delete button in the top right.
  • In the prompt, click the .
caution

Before deleting a team, you must remove all members from that team.

info

To remove members from a team, you have to remove their team membership.

Deleteing a team

Add Team Membership​

To add a team membership navigate to the tab in the Team Memberships section.

  • Click the Add User(s) to Team(s) button in the top right.
  • In the prompt, type the user names you want to add to team(s).
  • Type the teams you want user(s) to be added to.
  • Click .
Team Memberships Options

Remove Team Membership​

To remove users from a Team navigate to the tab in the Team Memberships section.

  • Select the user you want to remove from the displayed team.
  • Click the Delete button in the top right.
  • In the prompt, click .
Removing Users from a Team