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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 have different positions. The objective of a team is to restrict access to the 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 the team selected in the list of records.

Click on this button to delete the team selected in the list of records.

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, 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 or disable the record selected 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 filters" to easily retrieve records based on specific information.