Teams

With the Teams tab, you can create and manage buyer teams. A buyer team allows you to create a group of users that work together and assign team leads to help manage events. Assigned users can view other team members' events. Team leads can view and edit the team's events. You can only assign procurement users to a team.

Access: To access these settings, you will need to be assigned to the Admin role for your organization.

Access list of teams

You can access a list of teams defined for your organization from the Administration screen.

1. From the menu, select Administration.
2. Select the Teams tab.
   Teams list

   Teams - column descriptions

   The left side of the list provides a list of teams defined for your organization.

   Column	Description
   Team	Displays the team name.
   Location	Displays the team location.
   actions	A list of available actions for the team.

   After you select a team of the left side of the screen, the right side of the screen displays information about the team and a list of users assigned to the team. Above the user list, the team's location and tags are displayed.

   Column	Description
   Team Member	Displays the team member's name.
   Role	Displays the team member's role.
   Buyer Tags	Displays buyer tags
   delete	Click to remove the user from the team.

    

Search teams

You can search for teams using the Search bar. Click the Cancel button in the search bar to view the complete list again.

Create a team

To create a new team complete the following:

1. Click Create Team.
   The Create team window displays.
2. Enter information about the team.
   See Create team field descriptions

   Create team field descriptions

   The following outlines the fields used to define a procurement user. The *required fields are marked.

   Field		Description
   *	Team name	Enter a team name.
   	Location	Select the team's location. For more information, see Addresses.
   *	Tag key	Enter a tag key. E.g., Location. If team tag keys have been entered for your company, place your cursor in the field to select from a list of keys.
   	Tag value	Enter a tag value. E.g., Boston. If team tag values have been entered for your company, place your cursor in the field to select from a list of values.

   
   

3. Click Create.
   The team is created.

Edit a team

After you have created a team, you may need to edit it.

• For a team line, click actions and then select Edit.
  The team displays in edit mode.

Add a team tag

With team tags, you can create customizable key and value pairs that can be used to generate a tag-based report.

Note: For more information on creating a team tag report, contact your Fairmarkit Customer Success Manager.

1. For a team line, click actions and then select Edit.
   The team displays in edit mode.
2. If the team already has assigned tags, you may need to add an additional tag line. Click Add Tag.
3. In Tag key, enter or select a tag key.
4. In Tag value, enter or select a tag value.
5. Click Update.

Delete a team

After you have created a team, you may need to delete it.

1. For a team line, click actions and then select Delete.
   A confirmation message displays.
2. Click Yes.
   The team is deleted.

Add users

To add users to a team complete the following:

1. Select a team.
2. Click Add Users to Team.
   The Add users to team window displays.

3. Select the check box for each user you want to add to the team.

4. Click Add.
   The selected users are added to the team.

Remove a user

1. Select a team.
2. Select a buyer from the team list, click actions and select delete.
   A warning message displays.
3. Click Yes.

Assign a team lead

Note: Only users assigned to the Buyer role can be assigned as a team lead. Users assigned to the Supervisor and Admin roles have more permissions than user with the team lead role.

• Select a buyer from the team list, click actions and select Grant team lead.
  A Team Lead label is added to the user's row. For more information on team lead permissions, see User roles (buyers).

Revoke team lead

• Select a team lead from the team list, click actions and select Revoke team lead.
  The team lead role is removed from the user.