Creating a team

Teams are used to group resources together and used in the applications for ownership, approvals, and notifications.


Setting up a team is required for Close Management. Each resource that performs tasks in the system must be a member of a team. Otherwise setting up a team is optional and depends on your company setup.

  1. Select Resources > Teams.
  2. Select Create Team.
  3. Specify the Finance Team name.
  4. Optional. Specify a description.
  5. Click OK.
  6. Select the team you just created and click Add Member on the Membership tab.
  7. Select a member and click Add To Team.
  8. Click Close.