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Creating Role Teams

Use this procedure to create role teams. Role teams let you categorize roles so you can view and analyze data that relates to a specific group that interests you. When working with tabs and pages that display role data, you can choose to organize the hierarchy by role team, then choose to view team data, such as total units for the team, or individual unit values for each team member.

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Role Teams tab.
  4. On the Role Teams tab:
    1. Click either Global Role Teams or User Role Teams.
    2. Click "" Add (Insert). A new row is added to the Role Teams table.
    3. In the Name field, double-click and type a role name.
    4. Click "" Save (Ctrl+S).
  5. To assign roles to the role team, see Assigning a Role to a Role Team.

Related Topics

Role Teams

About Role Teams

Assigning a Role to a Role Team

Role Teams Tab of the Administration Page


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