Introduction

This step will teach you to create and configure a team. At the end of the process, it will be ready to be associated with SoftExpert Suite objects.

Creating a team

You can also configure the team security. See further details about this operation in the Configuring the team security article.

When adding team members, when filtering the search by Business unit, the hierarchy of business units and departments that belong to them will be displayed.

To consider the organizational units that are below the checked unit in the hierarchy for the search, it is necessary to enable the Consider sublevels option at the bottom of the search window.

Thus, whenever new organizational sub-units are created, whether they are units or departments, they will automatically be added to the team.

Conclusion

Once the team configurations are finished, it is possible to associate it with other system records.