Using Teams makes it easier to add users to follower groups and to rooms.
Common examples include:
Surgeons
Coordinators
OR staff
Specialty groups
What Teams Are Used For
Teams are used to:
Group users by role or function
Add groups of users to follower groups
Ensure the right people are included in cases and rooms
Keep access consistent across workflows
Accessing Teams
To view or manage teams:
Open the More menu
Select Teams
You will see a list of any existing teams such as Cardiology Team, HLA Team, and Surgeons, and have the ability to select + Add Team to create a new one.
Who Can Manage Teams
Only Organization Managers can:
Create teams
Manage team membership
Edit or delete teams
Create a Team
Open Teams
Select Add Team
Enter a team name
Choose whether to share with your organization
Select Create
When creating a team:
If Share with your organization is selected, the team is visible to other Organization Managers and can be reused when configuring follower groups
If the option is not selected, the team is only visible to the user who created it
Edit a Team
Open Teams
Select a team
Select Edit
Make your changes
Select Update to save
Updates may include:
Changing the team name
Updating visibility (shared or private)
Updating team membership
Add Members
Only Organization Managers can update team membership.
To add members:
Open the team
Select Edit
Select Add Members
Select individual users or teams to add
Select Add People to save
Remove Members
Only Organization Managers can update team membership.
To remove members:
Open the team
Select Edit
Find the user in the member list
Select X next to their name to remove them
Delete a Team
If a team is no longer needed:
Open the team
Select Edit
Select Delete
Confirm deletion
How Teams Are Used
Teams are added to follower groups.
Follower groups determine:
Who is included in a case
Which tasks a team can view or edit
Which rooms teams are included in
Who receives updates and notifications
Summary
Teams allow you to:
Group users by role or function
Add groups to follower groups instead of individuals
Control case access and visibility
Keep workflows consistent across your organization