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Team Management: Add, Remove and Set Default Team
Teams in Rox help you organize your members into groups that reflect how your organization works. This guide will show you how to create, configure, and remove teams to keep your workspace aligned with your structure.
Navigate to Teams by clicking on your name on the bottom left corner, clicking Settings and then clicking Teams on the left column.
How to Add a Team
- Click +Add Team in the top right corner.
- Configure the Team:
- Fill out the Team Name.
- Add Team Members.
- Assign a Team Owner.
- Click +Add Team to save your changes
How to Set a Default Team
- Click Select A Team under Default Team.
- Select the team you would like to set as the default for your organization.
How to Delete a Team
- Click the three dots on the row of the team name.
- Select Remove from Organization.
By organizing your members into teams in Rox, you can streamline collaboration, align ownership, and ensure the right people are working together on the right accounts.