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Team

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Location: Configuration Team

 

Prerequisites:

None.

 

Overview:

Teams are groups of users who may belong to different departments or exercise different positions. The objective of a team is to restrict the access to information in the SE Suite components. The teams created in this menu may be associated with the other SE Suite components.

 

Specific buttons:

Click on this button to add a new team. See further details about this operation in the Configuring a team section.

Click on this button to edit a team. Select the desired record before clicking on the button.

Click on this button to delete a team. Select the desired record before clicking on the button.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

Click on this button to enable/disable the selected record on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search fields" to easily retrieve records based on specific information.