Teams

Owned by Debby Gibson
Last updated: Jun 29, 2020 by Marleze Scheepers (Unlicensed)

Teams are user-defined groups of staff.  When adding / editing an Employee, a Team may be added to the Employee.

The Team can then be used to:

  • restrict access to Shared Practice folders
  • define the CDM Document Workflow Statuses 

Watch the Video:


If you have created a Team, but can no longer Edit the Team, it means that you are not a member of the Team, and another staff member who DOES have Admin access IS a member of the team.

If you then edit the Team, the dialog will be greyed out as shown below.  This means you will be unable to edit the team.

Staff who have Admin access and who are a member of the Team, will be able to edit the Team.

You can open the Team in question, and click the Doc Mgt. tab to see which other staff members belong to the team.