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Teams: How to create new teams and add users to your teams
Teams: How to create new teams and add users to your teams
Updated over 9 months ago

You may want to create an administrative team so notifications can be assigned to a group of admins.

Admin teams can be completely configurable by you. You can create as many teams as you need and add as many admins to a single team as you want.

How do I create a new team?

  1. To create an admin team sign into Hero and select Settings > Additional features > Admin teams.

  2. Click +Create a team.

  3. Give your team a name and add one or more members.

  4. Click Create team and your team will be saved.

How do I edit an existing team?

  1. If you would like to edit a team that you have created, on the teams page; find the team you would like to edit and click the ✏️ icon (Edit).

  2. Change the name, remove admins from the team by clicking the πŸ—‘οΈ icon, or add more members using the +Add member button.

How do I delete a team?

To delete a team, and click on the πŸ—‘οΈ icon on the team that you want to delete. You will be notified of any current notifications that are assigned to that team. When the team is deleted, those notifications will become unassigned.

How can I use teams?

You can now assign individual notifications to specific teams to better manage your practice's workflow.

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