Adding a Team

To create a new team in iKnow, you will need to go to ‘Settings’, either by clicking the icon or selecting it from the drop down menu, then click ‘Teams’.

In the Teams settings, click the ‘Create New Team’ button at the top of the page, enter the name of your new team and click the ‘Save’ button.  You will see your new team added to the alphabetical list.

If you are a multi location charity, you will need to activate the team in, at least, one location, which will allow you to add members to, and create rotas for, the team.  To activate the team, select the location from the drop down menu and click ‘Manage Team’.  If you are a single location charity, simply click ‘Manage Team’.  Next, tick the checkbox to enable the team, you will then be able to add members to your team.

To add members to the team, start typing the name of the new team member into the ‘Search’ box and click on their name in the list that appears below it.  You can add as many people as you need, to the team.

Once the team members are added, you can give each member permissions dependent upon what you would like them to be able to do within the team.  The person assigned as ‘Team Leader’ will, usually, be given all permissions for the team, but, if you want other team members to be able to Manage the rotas, or to Send Messages, you can give them permissions to do so.

Once you have added your team members and given permissions, click the ‘x’ in the top right corner to close the window. If you need to set up the team for another location, simply select that location from the drop down menu and repeat the same process.

You are also able to add people to teams from the People module.  Click the People icon on the Dashboard, or select it from the drop down list.  Search for the person you want to add to a team, click their name in the list and click the ‘Edit’ button.  Click the ‘Teams’ tab, you can then add them to the team and give them permissions, then click the ‘x’ to dismiss the page and go back to People.

If you click ‘Location Teams’, on the left of the People module, you will see your new team, click the team name and you will see the members you have added.