Role Management

Create rules to auto manage of multiple teams. Group people based on their roles and auto assign multiple teams. Roles can be manually or automatically populated

Add New Role #

1.Open Team Manager
2.Click on Role Management
3.Click “Add” to add a new role
4.Enter the New Role Name and Description and click next
5.You can either use Manual members selection or Automated rule or a combination of both
6.Click Next
7.Chose the Teams that members of the Role will be added to
8.Click Submit

Add user manually #

1.Select the members by typing their names
2.Click on the user once you find it
3.The user is added to the role

Add User via Rule #

1.Click on Automated Members
2.Use the query builder to add the criteria you want ezTeam to evaluate the members of the Role
3.Choose the action “Ask me to confirm before adding members(s)” or “Add members automatically”
4.Choose the frequency you want ezTeam to validate your Role