Functional Team Administration

Functional Team is a team that is automatically formed based on users’ assigned skills or positions.

Key Points

• To create a functional team, you must first assign relevant skills or positions to your users.

• The team composition updates dynamically as users gain or lose specific skills or roles.

• This setup provides greater flexibility, as you can manage team membership by updating users’ skills or positions—no need to manually edit team lists.

Use Cases

• Ideal for organizations with cross-functional roles.

• Helps track and manage teams across multiple locations or departmental layers (both vertical and horizontal).

Once you’ve assigned Positions or Skills to your users, you can create a Functional Team based on one of these attributes.

Steps to Create a Functional Team

1. Navigate to:

   Configuration → Teams → Functional (Dynamic) Teams

2. Click Create a New Team

3. Select the Skill or Position you want to use as the team’s criteria.

4. Click Create

The system will automatically identify and add all users who match the selected skill or position to the team.

The system will automatically identify and add all users who match the selected skill or position to the team.

Only users with Admin and Manager user roles have permission to set up and edit such teams.