How to Create Teams

Once you have added users to your account, you can also create teams to organize them. Teams in Cloudica™ can function as virtual counterparts of your company’s departments and divisions in the physical workspace.

To create a new team, follow the steps below:

Click a User Data box you want to be a member of the team you want to create.
The User Drawer will open. Go to the “Teams you set up” section.
Click the (+) Add button.
A modal will appear. Click the text box and type the name of the team.
Click the “Save” button.

The newly created team can be seen and used in the Team Filter of the left panel of the Application Dashboard.

Visit our User Drawer guide.

Adding Members to a Team

Once a Team is made, you can start adding members into the group.

Click the User Data box of the user you want to assign to a team.
The User Drawer will open. Go to the “Teams you set up” section.
Click the (+) Add button.
A modal will appear. Click the text box and type the name of the team.
Click the name of the team from the results list below the text box.
Click the “Save” button.

Repeat the process until you have added all members to the specific team. A user can be added to several teams. There is no limit on how many teams a user can be designated to.

Make use of the Search function to find the User Data box of a Remote User you want to add to the team.

Learn about how to filter the User Data by teams.