Team Creation and Editing

🎯 Objective

Learn how to create, edit, and manage teams in netLex. This feature allows you to organize users into workgroups, facilitating the assignment of responsibilities and access management in your processes.

Este artigo contém as seções:

• What is this feature?
• How to access team configuration
• How to create a new team
• How to edit or manage an existing team
• Frequently asked questions

💡 What is this feature?

Teams are groupings of users within the platform. They serve to optimize the workflow, allowing activities, documents, and permissions to be assigned to a specific group instead of only to isolated individuals. This ensures that, even with absences or personnel changes, the process continues to flow within the responsible area.

⚙️ How to access team configuration

To manage your workgroups, follow the path below:

1. In the side menu, click on Settings.
2. Select the Teams button.

🛠️ How to create a new team

On the main Teams screen (Settings > Teams), you will see the option to start a new grouping:

1. Click on the Add button to create a new team.
2. In the Identification section, define the team name (e.g., Legal, Procurement, HR).
3. Click on the Add members button to select the users who will be part of this group.
4. After selecting the members, click on Save.

📝 How to edit or manage an existing team

You can make adjustments to already registered teams at any time:

1. In the team list, click on the team name or on the three dots > Edit.
2. On this screen, you can:
   • Change the team Name.
   • Remove or add new users.
3. Click on Save to confirm the changes.
4. To delete a team, simply click on the three dots > Delete.

❓ Frequently asked questions

• What happens to documents if I remove a user from the team? The user loses the access that was granted by their participation in that team, but the documents and history remain linked to the group.
   
• Can I link an entire team to an approval workflow? Yes! When configuring flows, you can define that any member of a specific team can perform the task.
   
• How does activity responsibility work? When an activity is assigned to a team, all members receive the notification, and any one of them can take over execution. For technical details about this, click here.