Manage teams

Updated October 31, 2026 · Applies to Platform ONE 1.34

Teams group your people. Each team belongs to a department, and both can have a lead:

  • A team's lead approves for the people on the team who have no direct manager, and sees the team's contacts in Rolodex ONE.
  • A department's lead does the same for the team leads.

Prerequisites

Add a department or a team

  1. In the menu, under Administration, select Teams.

  2. Under Add a department, choose Department or Team in What. You can add a team once there's a department.

  3. Enter the following information:

    Field Description
    Name Required. Department names are unique; team names are unique within their department.
    Department For a team: the department it belongs to.
    Lead The user who leads it, or No lead.

  4. Select Add.

    The Teams page, with departments, their teams and their leads

To put a person in a team, edit the person on the People page. See Manage people.

Change or remove a department or a team

  • To change one, select Edit, make your changes, and then select Save.
  • To remove a team, select Remove. A team that still has people in it can't be removed: move them to another team first.
  • To remove a department, select Remove. Remove or move its teams first.

Next steps