The Manage Teams topic helps you to create and manage teams, and collaborate with other subscribers and create apps, helps view the teams and also members associated with the respective teams.

Manage Teams from the SAMi portal’s main menu

My Teams page

The My Teams page helps you to create and manage teams, and collaborate with other subscribers and create apps, helps view the teams and also members associated with the respective teams. Using My Teams feature you can also invite a New/Existing team Owner/Member by providing their email address and selecting the role, create apps, helps view the teams and also manage members associated to the respective teams. Using My Teams feature you can also invite a New/Existing team Owner/Member by providing their email address and selecting the role.

1. To navigate to My Teams page from Home page, click on My Teams option on the main menu.
   
   

   Open

   

The My Teams page appears. My Teams page displays all the Teams listed.

Open

Create a Team

To create a team in My Teams page, do the following:

1. In Teams page, click on the Create Team button.
   
   

The Create Team page appears.

2. Enter the Team Name in the textbox provided.

3. Click Create Team.

A success message appears. A new Team with the name as, TechDoc is created successfully.

The new team created is displayed.

A success message is received in the email inbox of the creator who created the team.

4. Click to select and expand any of the Team from the available list of teams.

Scenario 1: Invite New Team Member (New Developer)

As a subscriber, you will be able to invite New Team Members (Developers) to the Team. The My Teams page, is categorized into 2 tabs:

• Invite tab

• Members tab

To invite a new team member to work on the subscribed app, do the following:

1. Go to My Teams, click on Doc Team to expand.
   
   

The Doc team section expands and displays input fields to invite a member.

2. In Invite tab, enter the Email Address of the team member in the text box provided.

3. Click Invite button.

Upon clicking Invite button, a message pops up stating, “User does not Exists. Complete the First Name and Last Name fields to have the user created”.

4. Enter the First Name and Last Name in the respective textboxes.

5. Click Invite.

A success message appears, “Invitation sent successfully”.

An email message with the invitation is sent to the invited team member with a link to reset the password.

6. The invited team member opens the email from the Inbox and clicks on the password reset link.

The SAMi portal opens in the browser with the option to enter New Password and Confirm Password in the respective textboxes.

7. The member enters the Password and Confirm Password in respective textboxes.

8. Clicks Save.

An email message is sent to the team member mentioning, “You have been invited to join the team”.

9. Click on Members tab to view the added Team members.

Delete Team Member

The subscriber can easily delete a team member if required by navigating to the Members tab in the My Teams page.

Delete Team member – In My Teams page, click on Members tab, click on Delete button to delete any existing team member.

Scenario 2: Inviting Existing Team Member

To invite an existing team member to work on the subscribed app, do the following:

1. Go to My Teams, click on TechDoc Team to expand.
   
   

2. In the Invite tab, enter the Email Address of an existing team member in the text box provided.

3. Click the Invite button.
   
   

The team members are invited, and a message of success is received.

And also, an email message is sent to the team member mentioning you have been invited to join the team.

You will be able to view the team members by clicking the Members tab.

The Members tab displays information related to all the members in that particular team.

Scenario 3: Inviting New Team Owner

To invite a new Team Owner to work on the subscribed app, do the following:

1. Go to My Teams, click on the TechDoc Team to expand.
   
   

2. In the Invite tab, enter the Email Address of a new team member in the text box provided.
   
   

3. Select the Team Owner using the Role dropdown list.
   
   

4. Click the Invite button.
   
   

A message appears stating, the “User does not exist, enter the first name and last name fields to have the user created.

5. Enter the First Name and Last name in the respective textboxes.

6. Click the Invite button.

A success message appears. A new team owner was invited successfully.

An email message is sent to the team owner mentioning you have been successfully invited to join as a team owner.

7. You will be able to view the team members by clicking the Members tab.

The Team member is displayed.

Scenario 4: Inviting Existing Team Owner

To invite an existing Team Owner to work on the subscribed app, do the following:

1. Go to My Teams, click on TechDoc Team to expand.
   
   

2. In the Invite tab, enter the Email Address of a new team member in the text box provided.

3. Select the Team Owner using the Role dropdown list.

4. Click the Invite button.
   
   

5. Click on Invite button.
   
   

A success message appears stating, Invitation Sent successfully.

An email message is sent to the team owner mentioning you have been successfully invited to join as a team owner.

6. You will be able to view the team members by clicking the Members tab.

The existing Team Owner is displayed.

Search Team

To search for a team in My Teams page, enter the Team Name in the search field and click on Search icon.

The relevant searched Team names appear in My Teams page.

The TechDoc team section expands and provides options to the developer to invite team members to work.

Teams - Filter By Roles

The Filter by Roles option enables you to filter, search and display the relevant team on the other side of the page.

1. Click on Roles option on the left navigation to expand and display filter categories.
   
   

The Filter Roles with checkboxes appear to make necessary selections.

In the Available Filters options, the developer will be able to perform these operations:

1. Search by Team Name - Search the Team member/owner by entering the Team name in the search field and pressing Enter.

2. Filter Teams by Roles - Select the Roles based on Team Developer or Team Owner categories to filter and display the relevant teams.
   
   

The searched Team is displayed.

3. Select the Roles based on Team Developer or Team Owner categories.

Upon selection of Roles checkbox, the specific team is searched and displayed.