Instead of adding users individually, teams can be added to follower groups and rooms, making it easier to include the right people when work needs to be coordinated.
Common examples include:
Surgeons
Coordinators
OR staff
Specialty groups
Understanding Teams
A team is a group of users who share a common role or responsibility.
Teams help simplify setup by allowing multiple users to be managed together instead of individually.
Teams can be used to:
Add multiple users to follower groups
Add multiple users to rooms
Standardize access across workflows and cases
Reduce repeated configuration
Accessing Teams
To view or manage teams:
Open the More menu
Select Teams
You will see a list of existing teams and have the option to create a new one.
Who Can Manage Teams
Only Organization Managers can:
Create teams
Edit teams
Manage team membership
Delete teams
Create a Team
Open Teams
Select Add Team
Enter a team name
Choose whether to Share with your organization
Select Create
Team Visibility
When creating a team:
Selecting Share with your organization makes the team visible to other Organization Managers
Leaving the option unchecked makes the team visible only to the person who created it
Edit a Team
Open Teams
Select a team
Select Edit
Make your changes
Select Update
Updates may include:
Team name
Visibility settings
Team membership
Add Members
To add members:
Open the team
Select Edit
Select Add Members
Select users or teams to add
Select Add People
Remove Members
To remove members:
Open the team
Select Edit
Locate the member in the list
Select X next to their name
Delete a Team
If a team is no longer needed:
Open the team
Select Edit
Select Delete
Confirm the deletion
How Teams Are Used
Teams are commonly added to follower groups.
Follower groups determine:
Who is included in a case
Which tasks team members can view or edit
Which rooms team members are included in
Who receives updates and notifications
Using teams helps ensure the right people are included consistently without having to add users one at a time.
Summary
Teams help Organization Managers:
Group users by role or responsibility
Add multiple users to follower groups and rooms at once
Simplify access management
Keep workflows and communication consistent