Manage Teams in Your Organization

This guide provides detailed instructions on administering and overseeing all teams within your organization. Understanding your organization's structure and policies is crucial for aligning team management with broader objectives.

Prerequisites

Before managing teams in your organization, ensure you have:

• Administrative or team management permissions within the OfficeSeries application.
• Familiarity with your organization's team structure and access policies.

Get Started

To get started, you need to access the list of teams within your organization. Here's how:

1. Log into the OfficeSeries application.

2. Select "Teams" from the main menu.

You will be directed to a page listing all teams within your organization.

View and Manage Your Teams

This section outlines how to navigate and manage all teams within your organization. It provides detailed steps on accessing team information, creating new teams, updating existing team details, and managing user roles and permissions. By following these instructions, you can ensure that your teams are well-organized, up-to-date, and secure.

Team Information Guide

When viewing the list of teams, you will see key information about each team as outlined below:

To update or view more information about a team, click on the team's name. This will take you to a detailed view where you can edit team information, manage team members, and adjust team settings. Note that your ability to perform certain actions depends on your assigned role and permissions.

Create a New Team

To create a new team:

1. Navigate to the "Teams" menu.

2. Click "Add New Team".

3. Select the appropriate "Subscription ID".

4. Enter a unique, descriptive name in the "Name" field.

5. Provide a brief summary in the "Description" field.

6. Click "Save".

For best practices and guidelines on creating new teams, refer to our Managing and Creating New Teams Guide.

Update Team Information

To update a team's information:

1. Navigate to the "Teams" menu.

2. Click on the team to update.

3. Click "Edit Team".

4. Update the "Name" and "Description" fields as needed.

5. Click "Save".

For a more detailed guide on updating team information, refer to our Updating Team Information Guide.

Manage User Roles and Permissions within a Team

Managing user roles and permissions within a team is crucial for maintaining data security and access control. Here's how you can grant or revoke access to a team:

Grant Team Access and Permissions

To grant access to a team:

1. Navigate to the "Teams" menu.

2. Click on the team to which you wish to grant access.

3. Click "Access Control and Team Permissions".

4. Choose "Add User" or "Add Group" to start adding new members to the team.

5. Select the appropriate role for the new member. Roles define the level of access and permissions the user or group will have within the team.

6. Use the search function to find and select the user or group you want to add.

7. Review the role and permissions to ensure they are correct, then click "Grant Permissions" to finalize adding the user or group to the team.

This process allows you to effectively manage who has access to specific teams, ensuring that only authorized personnel can view or modify team details.

Lean more about granting Team roles and permissions with the help of our Team Security and Permissions Guide.

Revoke Team Access and Permissions

To revoke access from a team:

1. Navigate to the "Teams" menu.

2. Click on the team from which you wish to remove access.

3. Click "Access Control and Team Permissions".

4. Find the user or group to remove on the list.

5. Click "Delete" next to their name.

6. Confirm the action.

For more detailed instructions on managing user roles and permissions within a team, refer to our Team Security and Permissions Guide.

Best Practices for Managing Teams

Implementing effective team management practices is essential for maintaining productivity and security within your organization. Here are some best practices to follow:

1. Define Clear Roles and Responsibilities: Ensure each team member understands their specific duties and how they contribute to the team's objectives. Clear role definitions help in avoiding overlaps and gaps in responsibilities.

2. Adopt the Principle of Least Privilege: Grant access permissions based on the minimum level required for users to perform their tasks. This minimizes the risk of unauthorized access and potential data breaches.

3. Regularly Update Team Information: Keep the team name, description, and member list up-to-date. Regular updates ensure that the team structure reflects current organizational needs and changes.

4. Efficient Member Management: Provide comprehensive onboarding resources for new members to help them integrate quickly. When removing members, ensure their access is revoked promptly and their responsibilities are reassigned to maintain continuity.

5. Utilize Breadcrumb Navigation: Use breadcrumb navigation to enhance user experience by providing a clear path back to previous pages. This helps in efficient navigation and reduces the time spent on finding information.

6. Conduct Periodic Reviews: Regularly review team settings, roles, and permissions to ensure they align with current organizational policies and objectives. Periodic reviews help in identifying and addressing any discrepancies or security issues.

7. Foster Open Communication: Encourage open communication within the team to address any issues or concerns promptly. Effective communication helps in building a collaborative and supportive team environment.

By following these best practices, you can ensure that your teams are well-managed, secure, and aligned with your organization's goals and policies.

Summary

By adhering to this guide, you can keep team details current, control access properly, and keep members informed of their roles. Regular updates to team settings and permissions are key to adapting to changes and maintaining efficiency.