Teams
| The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2. |
A team is a group of F2 users from different units within the same authority. This page describes the creation and maintenance of teams, while the purpose and use of teams are described here.
Teams are managed in the “Teams” window. All users can open the dialogue to view the authority’s teams, but only users with the "Team creator" privilege can manage them. The "Team administrator" role can be assigned to any user who is part of a team. The role lets users manage that specific team only.
| The "Team administrator" role can only be assigned from the "Teams" window. All other roles are assigned from the "Assign role to users" dialogue on the "Administrator" tab. |
The "Teams" window
Click on Teams on the “Settings” tab in the main window to open the "Teams" window.
At the top of the window, you can search for teams. At the bottom of the window is an overview of existing teams. Hover over a team to see the names of its members.
The overview contains the following columns:
| Column | Description |
|---|---|
Title |
Specifies the team’s title. |
Number of members |
Specifies the number of members in the team. |
Administrators |
Specifies the team’s administrator(s). |
Description |
Gives a description of the team. |
Create team
Click on New in the "Teams" window to create a new team. The "Create team" dialogue opens.
| You must have the "Team creator" privilege to create a team. |
Fill out the following fields in the dialogue:
| Field | Description |
|---|---|
Title |
Enter the title of the new team. |
Description |
Enter a description of who the team includes or what the team is used for. |
Administrators |
Specify one or more team administrators to maintain the team. Users specified here are assigned the "Team administrator" role. |
Synchronisation key |
Enter a synchronisation key if you want to automatically update the team. Synchronisation is often through AD, but can also be with other systems. |
Active |
Tick the box to activate the team so that it can be used on records and cases. |
Members |
Specify one or more users or distribution lists as members of the team. You can open the participant register and search for participants by clicking on the Participant register icon Click on the X next to a member to remove the member from the team. |
Edit team
Select the team you want to edit and click on Edit in the "Teams" window. The "Edit team" dialogue opens where you can edit the same fields as in the "Create team" dialogue.
| To edit a team, you must have the "Team administrator" role for the relevant team or have the "Team creator" privilege. |
Delete Team
To delete a team, it must contain no members and must not have been used in records or cases.
Select the team you want to delete in the "Teams" window and click on Delete.
| To delete a team you must have the "Team administrator" role for the relevant team or have the "Team creator" privilege. |
Show team
Select the team you want to see and click on Show in the "Teams" window. The "Show team" dialogue opens. You cannot edit the fields in the dialogue.
Search for teams
You can search for specific teams in the "Teams" window using the following search fields:
| Search field | Description |
|---|---|
Title |
Search for teams whose title contains the selected search term. |
Member |
Search for teams where the specified user is a member. Use the dynamic search term "Me" to search for yourself. |
Administrator |
Search for teams where the specified user has the "Team administrator" role. Use the dynamic search term "Me" to search for yourself. |
Fill in one or more of the search fields and click on the magnifying glass icon or press Enter to search.
Click on the X to clear your search.
