Teams let you organise users into groups. A user can belong to any number of teams and teams can be given permission to start processes or be assigned to a step in a process.
In the Setup section of Flowingly you'll find Teams as the second tab (after Users).
Create a new team
Once on the Teams page click the green Add Team button
Add the following mandatory fields:
Team name (must be unique).
Email notification setting .
Individual Users: This option will send notifications to each individual users email address, as seen in the users database.
Team Email: This option will send notifications to a shared mailbox rather than each user individually.
Add Users to this team
Optional fields:
Team Email (Becomes mandatory if the "Team Email" email notifications setting is selected).
Primary point of contact.
Edit an existing team and add or remove user(s) from a team
Click the pencil ✏️ next to the Team
Make changes to the information or users that are part of the team
Click Save changes
Delete a team
Click the trash can 🗑 next to the team
Confirm deletion of the team
Note: If the team is assigned to any steps within a process you will need to choose a new user or team for these steps to be re-assigned.