Teams Overview

Teams are groups of CS Cloud resources that can be assigned to playbooks to complete the tasks associated with it.

Creating Teams

You can create teams from the Teams tab. For more information, see Creating a Team.

Adding Team Members

You can add CS Cloud resources to teams using:

  • The Add Member button in the Team Management tab on the team's record page
  • The New button in the Team Members related list on the team's record page
  • The Add Team Members button in the Team Manager on the playbook's record page

For more information about adding members to teams, see Adding Team Members.

Team Memberships

When you add a resource to a team, a team membership record is created that links the resource to the team. You can edit team membership records to update the resource associated with the record. For more information, see Editing Team Memberships.

Deleting Team Members

You can delete team members from the following places:

  • The Team Management tab on the team's record page
  • The Team Members related list on the team's record page
  • The Team Manager panel on the playbook's record page

For more information about deleting team members, see Deleting Team Members.

Deleting Teams

You can delete teams from the team's record page only. You can also delete teams from the Details tab of playbook record pages so that they are no longer associated with the playbook. However:

  • The team record is not deleted and can be added to other playbook records.
  • Team members will still be associated with any of the playbook's tasks they were assigned to before the team was deleted from the playbook.