Create a Team

Learn how to add a new Team to your Chekhub account

1. Navigate to the Teams Page:
   • Access the Teams page from the navigation dashboard on the left side of your screen.

1. Add a New Team:
   • Click the "+Team" button located in the "All Teams" panel on the left side of the page.
2. Select a Team Type:
   • Choose from three team types:
     • Standard Team: For your direct employees.
     • Vendor Team: For external vendors performing work for you.
     • Customer Team: For customers external to your organization.
3. Enter Team Details:
   • Provide a name for the new team.
   • Select a parent team to define its hierarchy within the organization.
   • Optionally, you may include a Team Location and associated Ticket Templates as well as add additional properties such as an address or contact information.
4. Save the Team:
   • Click the checkmark to save your changes.

Adding Members to a Team

In the Chekhub platform, there are two ways to add members to your teams.

1. Navigate to the Teams Dashboard: Locate the Subscription section on the top navigation bar and select it.
2. Find the Member: Within the Members panel of this tab, search for the member you want to add or browse through the existing member list.
3. Assign to a Team: Once you've found the member, select the Edit Member button located to the right of the screen. There, you'll find an option to assign them to a team (or multiple teams if needed).
4. Save the Changes: After selecting the team(s), confirm your selections and save the changes. This will add the member to the designated team(s) within Chekhub.