How to create a new team

You can create a new team directly within the Teams module. This feature allows you to define essential team details such as its name, purpose, members, and related companies. Setting up teams helps organize users into structured groups for better collaboration and management.

To create a new team, go to the Teams module and click Add New in the top right corner of the screen.

A Basic Info window will appear, where you can enter the team’s information. Fill out the fields regarding its basic info. 

• Team Name (required) – Enter the official name of the team.
• Email (optional) – Provide a contact email address for the team. This email can be used for notifications or group communication.
• Description (required) – Add a short summary describing the team’s purpose, responsibilities, or key functions.
• Team Leaders (optional) – Select one or more team leaders from the list of available users. Team leaders will have management privileges within the team.
• Companies (required) – Choose one or more companies associated with the team from the dropdown list.
• Is Active – Tick this box to activate the team. Leaving it unticked will keep the team inactive.
• Attachment (optional) – Upload an image or logo to visually represent the team.

After reviewing the information, click Save to create the new team.

Note! Users can view the team information only with the relevant permissions/access rights given by the administrator. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.