Team Management¶

Setting up your teams¶

To view and manage your teams go to Admin > Teams.

Once you have Users and Roles set up, you may want to create your team structure.

Teams are used in VettingGateway to manage your workload and performance monitoring. You can configure VettingGateway to allocate certain profiles to specific teams, run reports for profiles which are assigned to a team, and distribute your workload. VettingGateway allows you to create your teams to mirror your existing business structure.

Creating a new team¶

To create a new team, please go to Admin > Teams, and click the 'Create a new team' button in the top right of the screen. You will then be prompted to enter a name for your new team, and you can optionally add a description if one is required.

Underneath these fields, there will be a number of checkboxes for each of your Custom Bundles that have been created. Ticking the boxes beside any of these Bundles will automatically assign any profiles that utilise the selected Bundles to this team. You can select as many or as few as you'd like, including none if you do not want any profiles to be automatically assigned to this team.

Once you have finished, click the 'Create Team' button.

Deleting a team¶

You can delete a team at any time. Any profiles assigned to this team will be unassigned and will be displayed in your Outstanding Tasks until they are assigned to a new team.

Restoring a deleted team¶

If you accidentally delete a team, you can restore it up to 7 days after it was deleted.

To restore a team, go to Admin > Teams and click the 'Show recently deleted' button. This page will display a list of any teams that have been deleted within the last 7 days. Click the 'Restore' button beside the desired team and it will be restored to the main Team Management page.

Please note that restoring a team does not automatically reallocate previously assigned profiles back to this team.