Adding a user to a team helps you organise your users in Felix.

 

Adding a user to a team via the Teams Management Setting

To add a user to a team:

1. Navigate to Settings > Teams Management from the main menu.
   
   
2. Locate the team you wish to add a user to or enter the team's name in the search bar if it is an existing team. For a new team, refer to How to Add a Team.
3. Hover over the ‌ellipsis icon beside the relevant team.
4. Select Add Team Member from the dropdown menu.
   
   
5. Enter the user's name in the field provided.
6. Select the appropriate user from the dropdown menu.
   
   
7. Click the Add User button.
   
   

 

Adding a user to a team via the User Management Setting

 

1. Navigate to Settings > User Management from the main menu.
   
   
   
2. Locate the user you wish to delete and click on the user's name or select "Edit" from the user list
3. Navigate to “Teams” which is in the “Security and access” section
   
   
4. Add user to the necessary team(s) using the toggle and click “Update user”
   
   

 

Related Resources

• How to add a team 
• How to remove a user from a team