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Team Management

Team Management#

To access the team menu, navigate to the settings left navigation under "Manage Teams".

Any user in Transform can create a team and be a team administrator. As the creator of the team, you are by default assigned as the administrator. All other users on the team assume the role of "Members".

To create a team, click the "Add Team" button in the right hand corner of the Team Management page. Add the team name, description, and members.

  • You can optionally add members after creating the team by using the "Add Member" button on the top right hand corner and selecting which team you want to add to with the user's information.
  • You can remove members of the team by finding the team on the page, and selecting the three dots in the far right corner next to the user you want to remove.
  • You can upgrade any "Member" of the team to "Team Administrator", which will give them access to add and remove other team members.
  • You can downgrade "Team Administrators" to "Members", which will remove their permissions to add and remove users.

Once you create a team, it will be listed on the "Teams" left navigation menu, and the team page will automatically be created. Additionally, these teams will also be provided as options to be metric owners on the metric pages.