Teams - Create Team

Users with the appropriate permissions are able to create new teams. Within Connect, teams are used to allow team members to stay connected and informed of each member's activities. Teams can be created for any purpose, including specific projects, weekly meeting groups, managers, and divisions. Teams can be comprised of specific users, OUs, or both.

A team can be created in the following ways:

  • Go to Connect > Live Feed. Then, from the Actions drop-down list, select Create Team.
  • Go to Connect > All Teams. Then, click the New Team button.

The option to create a Connect team is only available if enabled by the system administrator. Otherwise, Connect teams can only be created by system administrators in New Connect Administration.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
New Team Grants ability to create new teams within the new Connect. This permission cannot be constrained. Which users are available is determined by the constraints upon the user's permission to view the Universal Profile - Bio page. New Connect
Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

 Universal Profile
View New Connect Grants ability to view the new Connect pages, including Live Feed, All Teams, Team Overview, Team Feed, Team Tasks, Task Details, and Connections. This permission cannot be constrained. New Connect

Enter the following information for the team:

  • Name the team - In this field, enter a name for the team, up to 70 characters.
  • Add team member(s) - In this field, enter the names of the users you are inviting to join the team. As you enter a name, the system attempts to match the name that is entered with a user within the system. Users can also click the Select Users button to view a list of available users, and select users for the team.
    • Which users are available is determined by the constraints upon the user's permission to view the Universal Profile - Bio page.
  • Invitation message - In this field, enter the message that is included with the invitation to join the team, up to 3,500 characters. This field is optional.

Create or Cancel

Click Create to create the team. Invitations are sent to all users listed in the Add team member(s) field. The user who creates the team is automatically set as the team leader. The new team appears on the All Teams page.

Click Cancel to discard the new team.