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Team Management

The Team Management functionality allows you to create teams that reflect the structure of your organization, and effectively manage Team Members and Team Managers. By creating teams you can

  • Setup and manage teams in a way that align with your business
  • Assign flexible permissions to a Team Manager
  • Ensure Team Managers can only access the data and complete tasks for the Team Members assigned to their team
  • Assign more than one Team Manager to a team to ensure back-up when managers go on holiday

Prerequisites

  • You have Admin access to your company's account.
  • You are logged in to the Oyster Platform with your admin credentials.

Create a new team

  1. On the Oyster Platform, click Team > Team management
  2. Click Create team
Step 1.png
  1. Enter your team's name and click Continue
Step 3.png
  1. Click to Add manager. 
Step 4 - add manager.png
  1. Click on the dropdown to search for the person who will be assigned as a manager.
  2. Select the permission(s) they should have. These permissions will be applied on a team level. Click Save. 

 

Note: Steps 4-6 can be skipped. This means that the team created won't have a manager, and the manager(s) can be assigned later on.
Step 5 - select manager.png
  1. To add more managers, click Add more managers. Otherwise, click Continue.
Step 7 - manager added.png
  1. Select all the team members who belong to this team. You can search by name or by e-mail. Click Create team.
Step 8 - select members.png
  1. Your team has been created! You can now see an overview of the managers and the team members, along with their permissions. 
Step 9 - team created.png

Manage existing teams

Some of the actions you can perform around an existing team include

  • Adding new manager(s) or removing existing ones
  • Adding new team member(s) or removing existing ones
  • Editing the team name
  • Deleting the team
  1. On the Oyster Platform, click Team > Team management
  2. Use the first icon next to the team's name to edit the team.
Step 1 - managing teams.png
  1. On the top right corner, click on Team Actions. 
Step 3 - team actions.png
  1. Select one of the options depending on the action you wish to perform.

    To add a new manager, select Add manager and go to step 5.
    To add a new team member, select Add team members and skip to step 7.
    To edit the team's name, select Edit team name and skip to step 8.
Step 4 - take an action.png
  1. Click on the dropdown to search for the person who will be assigned as a manager.
  2. Select the permission(s) they should have. These permissions will be applied on a team level. Click Confirm. 

 

Note: You can assign multiple managers to a team. You can also assign different roles per each manager. For example, one manager can have the Time off role, and another manager can have the Expenses role.
Step 5 - Select manager (edit team).png
  1. Select the additional team member(s) to be added to the team. You can search by name or by e-mail. Click Save changes.
Step 7 - add team members.png
  1. Enter the new team name and click Save changes.
Step 8 - edit team name.png

Delete a team

  1. On the Oyster Platform, click Team > Team management
  2. Use the second icon next to the team's name to delete the team.
Step 1 - delete team.png
  1. Confirm you wish to proceed by clicking Delete team.
  2. The team has been successfully deleted! It will no longer show in the Team management page. 
Step 3 - confirm team deletion.png

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