You can form teams from users such as when it is convenient to treat a group of users as a single team. This can save time when making assignments. Also you can include all the users in a team in the list of recipients of a message in one go.There are other advantages of using organizing users into teams.

Creating a team while adding users to it (batch operation)

Use this method to add a number of users to a team that has not yet been created.

To add a selection of users to a team to be created:

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. Click through Login picture > Company Settings > Users. You will be taken to the Users screen.
3. Select the user or users to be added to a team by clicking their checkboxes.
4. Click the 'Teams' button on the batch operation panel above. The panel will show the number of users you have selected.
5. Type the name of the team to be created in the search box, and press Enter or click '+ Create and select [name of team]' beneath the bar.
6. The newly formed team will be added to the list of existing teams.

Adding users to existing team via batch panel

Use this method to add a single or multiple users to an existent team.

To add users to a team/teams:

1. Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.
2. Click through Login picture > Company Settings > Users. You will be taken to the Users screen.
3. Select the user or users you wish to add to a team by clicking their checkboxes.
4. Click Teams on the batch operation panel.
5. Select the check box of the team or teams on the list you want the selected user/users to be added to, or use the top search bar to find a team.
6. Click 'Add'.

Adding a single user to a team/teams

To add a single user to a team/teams:

1. Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.
2. Click through Login picture > Company Settings > Users. You will be taken to the Users screen.
3. Click the user you wish to add to a team.
4. Click the Teams field in the user's details.
5. Select an existing team to add the user to, or
6. If the team does not yet exist, type its name and hit Enter to add the team and assign the user to it.