How to Navigate Teams

Teams are a way to separate groups of users to enable more accurate representations of data sets.  For example, guest services agents and reservations agents are both agents but if you assign them to two distinct teams, you can then run reports with team-specific data.

To get to Teams: Configuration>Company Setup>Teams

 

Once you've reached the Teams page, you'll be able to see the teams within your Pulse system.  From here, you can edit, delete, or create new teams by clicking the +Team on the top right corner of the page.

If you click edit or +Team, this will bring you to the Add Team page.

The first step will be to title your team, assign to a parent team if need be, and make active if you want to be able to use it.  An example of this may be Guest Services with a parent team of Call Center.

The second section will be where you add the add the users you want to be a part of this team.

Once finished, click Save Team.

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