Entering General Team Information

General setup includes assigning a name to the team, providing a team description, and identifying the dates a team becomes active and inactive.

Tip: Setting up teams is a recommended best practice. For more information, see Adding a Staff Team.

To set up a new team or edit the information for an existing team, do the following:

Open Dashboard, click Application Links on the navigation panel, click Staff Manager under Staff, and then click Teams on the Staff Manager navigation panel.
Do one of the following to access the Team Profile window:
1. If you are creating a team, click New > Team in the Create group on the Home tab, right click and select New > Team from the menu, or click the New Team button in the Teams section of the Staff Profile window.
2. If you are modifying an existing team, select a team in the grid and click Open in the Edit group on the Home tab or right click and select Open from the menu.
Click General on the navigation panel.
Enter or edit information in the section as necessary.
Explain the components of the window.

Component	Description
Team	Enter or edit the team name. Team names must be unique in your firm.
Description	Enter or edit a description of the team. This description can include any information that might be helpful for identifying the team.
Status	Select either Active or Inactive to indicate the team's current status. Once a team is designated as inactive, it is no longer included in team lists; however, historical information for the team is still maintained. You can reactivate an inactive team, if necessary, by selecting Active.
Date	Enter the dates that a team becomes active or inactive, as appropriate.

Button	Description
Save	Saves the team and the window stays open for editing.
Save & New	Saves the team and opens a new window to create a new team. Note: This option is not available if editing a team.
Save & Close	Saves the team and exits the window.
Cancel	Exits the window without saving your changes.