Defining team managers

To define who the managers of a team are, you must select a team of managers. In this way, with teams managed by teams, you can define the management structure of your organization. Only members of the appropriate team of managers can access managerial functions, such as viewing a task's details, reassigning a task, changing the due date, changing the priority, and accessing the Team Performance dashboard in Process Portal. Even when a team has only one manager, you must create or select a named team that contains that manager.

Before you begin

If the managed team is dynamically resolved by a team retrieval service, you must implement the team retrieval service to return the set of team members and the name of a team of managers. For more information, see Setting up a team retrieval service.

Procedure

For statically defined teams, complete the following actions.

  1. If you want to define a new team of managers, complete the actions in Creating a team.
  2. If you want to add or remove managers from an existing team of managers, complete the following actions using Process Designer.
    1. Open the team of managers that you want to modify.
    2. Open the Members section.
      Tip: The Members and Managers sections are hidden when Specify Team Using Service is selected. For more information about creating a team that is dynamically resolved, see Setting up a team retrieval service.
    3. If Standard Members is selected, you can add and remove users and groups to the team of managers by clicking Add user, Add group, or Remove.
    4. Optional: To modify the team that manages this team of managers, open the Managers section. You can either create a team, select an existing team, or delete the currently selected team of managers.
Parent topic: Creating a team