Creating a team group within your Pactima team can be a powerful way to organize your team, especially when you need to apply specific branding or configurations for different subsets of your team. To create a team group, you need to be an administrator or the owner of the team. Here's a step-by-step guide to help you set up a team group in Pactima:
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Log In and Access Your Account: Begin by logging into your Pactima account. Once logged in, click on the "Account" button located at the top right corner of the page. This section houses your personal and team settings.
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Navigate to Team Management: Within your account settings, locate and click on the "Team Management" card. This area is dedicated to managing various aspects of your team.
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Enter Internal Team Management: On the Team Management page, click on the "Internal Team Management" card. This action will take you to a page where you can manage internal team settings.
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Locate the More Button: Below your team name on the right side of the Internal Team Management page, find the "More" button, marked with a dropdown icon. This button will reveal additional team management options.
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Create a New Group: From the dropdown menu, select the option to "Create a New Group." This will initiate the process of setting up a new group within your team.
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Enter Group Name: A popup will appear, prompting you to enter a name for your new group. Choose a name that clearly identifies the group’s purpose or the members within it.
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Confirm and Create the Group: After entering the name, click on the "Confirm" button to create the group. This action will finalize the creation of your new team group.
By following these steps, you can easily create a team group in Pactima, allowing for more efficient management and organization within your team. Team groups can be particularly useful for applying specific settings or branding to different segments of your team, enhancing both team functionality and identity.
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