STAFF: Teams

What is a Team?

A Team represents a collection of Staff Members grouped together for organizational purposes. By establishing a Team, you can efficiently assign multiple Staff Members to Projects and other resources as a single unit.

Team names are visible exclusively to users with Super Admin, Admin, Project Manager, or Office Manager roles.

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How do I create a Team?

1. Open the Flyout Menu and select Manage Teams.

2. Click the +Add Team button.

3. A form will open allowing you to configure your new Team.

Fill in the following fields:

• Name: The identifier for your Team. This field is mandatory.
• Description: Optional details about the Team’s purpose or function.
• Color: Select a color from the Color Picker to customize the Team’s icon appearance.
• Assign Users: Select which Staff Members you’d like to include in this Team.
• Create Team Chat: Enable this option to automatically generate a dedicated Chat channel for the Team.

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How do I manage a Team?

Within Flyout Menu > Manage Teams, each Team has an Options menu (represented by 3 dots) that provides several management actions.

Manage: Opens a user assignment interface where you can add or remove Staff Members by dragging and dropping them into the Team.

View: Displays a summary modal showing the Team’s name, description, and icon color.

Edit: Opens a form to modify the Team’s name, description, or icon color.

Delete: Removes the Team from Unificus. Staff Members within the Team will remain in the system. Note: This action cannot be reversed.