Assign members to a team

You can follow this task to create a new team and assign members to your team.

Procedure

  1. Navigate to Manage > Teams.
    The Team Setup page appears for you to create new or edit existing teams.
  2. Click Create new team.
    The Create a team window appears with details for you to edit.
  3. Specify the name of the team in the Team Name field.
  4. Specify a description for your integration in the Description field.
  5. Select a user from the drop-down in the Team admin field.
    The Automation Co-Pilot manager will be the team admin that manages the user and their access.
  6. Click Create & edit.
    You will now be forwarded to the Edit team page where you can edit the team attributes.
  7. Select the Shared or Private option in the Request Visiblity section.
    • Shared option allows for all requests to be access by all member, owners, and team admins in the team.
    • Private option allows for the requests to be to be available to only the member who created the request, owner, and team admin in the team.
  8. Navigate to the Users tab.
  9. Click the plus (+) icon to add a users to your team.
  10. Select a user or users to be added.
  11. Click Add & save.
    You have now added one or more users to your team.
  12. Click Close.
    You have successfully added users to your team. You can now add automations to the team that allows for members of your team to view and run the automations you assigned.