Tactic allows administrators to easily add, remove, and edit teams within the platform.
How to add, edit, and delete teams
To manage your organization's teams, follow the steps below:
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From anywhere in Tactic, click your profile icon in the bottom-left corner of the screen.
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Select Settings from the menu.
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Click Users & Teams, then open the Teams tab.
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On the Teams tab, you can view your existing teams, edit their settings, and create new ones.
To create a new team:
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Click Add Team, then fill in the required information and click Save.
To edit an existing team:
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Click on the team name, make the desired changes, and click Save.
While viewing a team, you’ll also notice an Assigned / All toggle:
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If you toggle to Assigned, you will see users who are currently assigned to the team. You can hover over Member and click Remove to take someone off the team.
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If you toggle to All, you will see all users who are not assigned to the team. Click Add next to any user’s name to add them to the team. This will move them to the Assigned list automatically.
To delete a team:
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Click on the team name, then select the trash can icon.
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Confirm deletion when prompted.
Note: When a team is deleted, it is permanently removed. All members will need to be re-added if the team is recreated.
It is important to be cautious when making changes to teams as it may have a direct impact on the team members' access and permissions within the platform.