Chapter 7 Teams

Sometimes you will want a specific group of people to participate in several projects. For this goal, you can use the Teams feature. Add all the Users to a Team and then you can just add the Team to multiple Projects.

7.1 Creating a Team

To create a team, go to the teams’ icon in the black nav bar, here you will see all the teams that you belong to whether you are the owner or not. Click the green New Team button and pick a good name for your team before clicking save.

7.2 Adding & Removing Users to your Team

Adding and removing users to teams is similar to projects. First, click on the team you want to add users to, then click the green Add User button and a search bar will pop up on your screen. Start typing the name of the desired user and you will see the list auto-populate. You can only add registered MatrixDS users. To remove a user, just click the red Remove User button.

7.3 Adding a Team to your Project

Once you have all the users you want on your team, we can add this Team to any Project. Team members in a Project have the same permissions as users. To do this go back to your Project and click on the Teams tab. Click the green Add Teams button and a search bar will pop up on your screen. Start typing the name of the desired Team and you will see the list auto-populate. Only the owner of the Project can add a Team. You can only add teams that you own. To remove a user, just click the red Remove Team button.