The team functionality is currently available to selected companies for the initial version of this function. If you don't see teams in your company, it hasn't been released yet.
Within Velory, admins can create various teams and assign employees to these teams, also allowing you to designate 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 team.
- Now, you can update a user's team information by navigating to the employee's details page and modify the team assignment there. Or you can use the CSV-import function as previously mentioned.