Working with teams (working groups)

Content of the article:
• Accessing the overview of all teams
• Creating a team
• Team management: Members / Name / Deletion
• To which teams do my organization's users belong?
• Adding teams to rooms / group chats
• Which rights are given to teams in rooms?
• In which rooms are the organization's teams contained?
• Working with teams within rooms / group chats
• Removing teams from rooms / group chats

To simplify the user management within your organization and group workgroups together, create teams and add them to the appropriate rooms and/or group chats.

Accessing the overview of all teams

All important information and the entire team management of your organization can be found within the team overview. To access the overview, open the settings of your organization. Within the Members tab, you will find some buttons below the search bar. The "Teams" button will take you directly to the team overview.

Via the overview you can perform the following actions / access the following information:

• Create a new team
• Access the membership management of each team
• View a list of the rooms in which the individual teams are included
• Rename teams
• Delete teams

Creating a team

To create a new team, click the button "Add New Team" within the team overview.

Now, a popup window will open and you can enter the name of the team. Click on "Next" to confirm your selection. You can change the name later at any time (see: Changing the name of a team).

Finally, users with the role Admin, Member, and Guest can be added to the team. When you have finished, click on "Create New Team". The team will now appear in the overview.

Team management: Members / Name / Deletion

The management of the individual teams can be accessed via the team overview. Simply click on the More button (symbol: three dots) to the right of the corresponding team and select the desired option:

• Manage Members
• Rename
• Remove

Viewing / adding / removing members

Clicking the option "Manage Members" in the team management opens a popup window containing a list of all members of the team. Alternatively, you can access the list by clicking the blue "Members" button directly under the team's name.

To add a new user to the team, click the button "Add Member to Team" and select the appropriate person(s). (The "Add all" option only applies to persons who are currently in the organization with the corresponding role. There is no subsequent automatic adjustment.)
If the person is already preserved in the team or cannot be added to the team (e.g. role External), a note will appear. As soon as a user is newly added to a team, they automatically become a member of all rooms and group chats the team is already included in.

Tip: You can use the search to find specific members more quickly. Within the member management pop-up window, the search is performed within the team; within the add member pop-up window, the search is performed within the organization.

To remove a member from the team, click the "Remove" button next to the corresponding user. If the role is changed to External, the user is also removed. Once a user is removed from a team, they are automatically removed from all rooms and group chats the team is located in.

Changing the name of a team

You can change the name of a team via the option "Rename" in the team management. Confirm your entry by clicking "Save".

Deleting a team

To delete a team, select the option "Remove" in the team management. A confirmation prompt will appear at this point to prevent accidental deletion. Click on "Delete" to confirm the action. No users of the team will be removed from the organization, only the team itself will be deleted.

If you delete a team, it will also be removed from all rooms and group chats it is included in. Make sure that there are still users in the room / group chat without the team. Otherwise, removing the team may cause you to lose access to it.

To which teams do my organization's users belong?

All users of the organization are listed within the tab Members of the "Organization Settings". Provided a user is included in one or more teams, the number of teams is displayed in blue under their name. To view all teams of a user, click on the blue font or click on the More button (icon: three dots) to the right of the corresponding team and select the option "Manage Teams".

Now, all teams assigned to the user get listed. Clicking on "Member(s)" opens the member administration of the team. With a click on "Room / Rooms" all rooms containing the team are displayed.

Adding teams to rooms / group chats

By adding teams to rooms / group chats, all members of the team are automatically added to the selected location. This allows a quick and easy assignment of users on Stackfield.

Adding a team during the creation process:

• within a room
• within a group chat

Adding a team subsequently:

• within a room
• within a group chat

Which rights are given to teams in rooms?

The right group of a team also applies to all members of the team. By default, teams are assigned the right group "Contributor". However, you can change the allocation at any time within the Members tab of the "Room Settings" and edit the right groups in the Right Groups tab.

If a team member is to be given additional (Room Admin) or different rights (e.g. an individual right group or "Reader"), they can be added separately to the room to be assigned a different right group. Priority is always given to the "stronger" right group, i.e. the one that gives the user more rights than the other.

Example: Laura is part of the "Marketing" team. The "Marketing" team is assigned the right group "Reader". Laura was also added to the room separately and was assigned the right group "Contributor". The right group "Contributor" assigns her more rights than the right group "Reader", therefore only the right group "Contributor" is considered.

In which rooms are the organization's teams contained?

Within the team overview, you can access a list for each team containing all the rooms it is included in. Simply click on the "Room(s)" button directly under the name of the corresponding team to do so. Now, a pop-up window opens showing a list of rooms including the date and time of the latest activity in each room.

Working with teams within rooms / group chats

If you want to address not only one user but a whole team within the chat area (communication module / comment area), you can tag them with an @-mention.

The users of a team can be added collectively as participants in the event.

You can filter your view within a room according to your personal criteria using many different functions. Some filters allow you to target teams specifically:

• Assigned: Filter by tasks assigned to members of a specific team within the modules Tasks and Timeline.
• Members: Filter by events that carry members of a specific team as participants within the module Calendar.
• Created by: Filter by entries created by members of a specific team within the modules Discussions, Tasks, Pages, Files, and Snippets.
• Modified by: Filter by entries modified by members of a specific team within the modules Discussions, Tasks, Pages, Filtes, and Snippets.

Removing teams from rooms / group chats

To remove a team from a room / group chat, open the settings of the room / group chat and switch to the tab Members. Now, click on the "Remove" button to the right of the corresponding team. A pop-up window will then open asking you to confirm the removal of the team. Click on "Delete" to permanently delete the team from the room / group chat. The team will not be deleted from the organization, i.e. it can still be used in other locations.

Notes:

• If a user still exists within the room / group chat outside of the removed team, e.g. independently or through another team, they still have access to the room / group chat.
• Users who belong to a team within the room / group chat cannot leave it. Thus, they remain informed about important topics at all times.

Team members within the room cannot leave it
• If a team is removed from a room / group chat and there is no other user or team left within the room / group chat, access to it will be lost. In that case, make sure to add someone before removing the team.