Teams

A team is a group of users (both application users and users defined in the Contact table) that can be selected as recipients in rule actions (via the To button).

To define a team, enter a Team name and click the Create new team button.

To add application users to the newly created team, select the desired ones in the Available users section. Click the left arrow to move it to the Users in team section and then click Save.

To add users belonging to the Contact table, select the desired ones in the Available contacts section. Click the left arrow to move it to the Contacts in team section and then click Save.

To edit an existing team, select the team (if necessary, apply a Filter in order to find it) and add or remove users by using the arrows or edit the name of the team. You can alternatively double-click users and contacts to add/remove them to/from a team. Save after the changes.