Assigning employees to teams

After you have created teams, you need to assign the appropriate employees to the teams. When assigning employees to teams, you can select whether the team is the employee’s home team or if the assignment is temporary.

An employee must belong to exactly one home team. Employees can also be assigned to another team temporarily. Temporary assignment occurs when an employee must be loaned out to another team for a defined period. In such cases, the employee is assigned to the other team on a temporary basis (with defined start and end dates and without the Home Team check box selected) while they are still permanently assigned to their home team. Assigning an employee to a temporary team does not affect the home team user’s security relationship with the employee. In such cases, the employee will be visible to users of both teams during the temporary assignment period.

To assign employees to teams:

Select Maintenance > Security > Team Security > Team.
Click Edit next to the team to which you want to assign employees.
Navigate to the Team Employees section.
Select the employees you want to assign to the selected team using the Employee lookups.
Specify the date on which the employee begins as a member of the team in the Start Date field. The default value is 01/01/1900.
Specify the date on which the employee is no longer a member of the team in the End Date field. The default value is 01/01/3000.
Optionally, select the Home Team check box to set this team as the employee's permanent team.
Leave the check box clear to assign the employee to the team temporarily.
An employee can only belong to one home team at a time. An employee who does not belong to a team is automatically assigned to the Unassigned Team. The users at the Root of the Security Hierarchy automatically become the employee’s users.
Click Save.