Admins are able to create various teams and assign employees to these teams, also allowing to assign a specific attestation manager for each team.
When you add teams, you can add users during team creation or update existing users with team details afterwards. To use the CSV import feature for adding or updating users with team information, you must first create the team. Explore this article for more guidance on adding and updating users. For users imported via Directory sync, team updates must be managed separately as it isn't synchronized through Directory sync.
How to create a team
- Go to your profile in the navigation bar, click on Settings.
- Go to Teams and click on Add Team.
- Create a unique team name and designate a team attestation manager responsible for managing product requests for this team. Choose from the available list of admins and purchase managers within your company.
- You can assign one attestation manager per team, and the same person can manage multiple teams. If no specific attestation manager is assigned, the company attestation manager will oversee the team's requests.
- When you have added the name and set the attestation manager for this team you click on Add member(s) if you wish to add the members here.
- The list of all your users wil be visible in a dropdown menu. You won't be able to add the same user twice, and each user can only be assigned to one team.
- Alternatively, as another option to update users with correct team information, you can utilize the CSV import feature as mention earlier.
- You can easily add new teams or edit existing ones along with their members. Simply click Edit for the team you want to modify. If you need to delete a team, ensure it has no members before proceeding. If it does, remove the members first before deleting the team