Team aanmaken
Create a team
Voor wie
Beheerders, medewerkers en IT-teams die ITLedger gebruiken voor dienstverlening, assets, compliance en rapportages.
Taken
Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.
Create a team
Teams are the primary operational unit in ITLedger. Tickets can be assigned to a team so any member of that team can pick them up and work on them. Routing automations use teams to direct incoming tickets to the right group. Users can belong to multiple teams. Common examples: "IT Helpdesk", "Infrastructure", "Security", "Service Desk EMEA". You must create at least one team before operators can be assigned to work on tickets.
Who can do this: Tenant administrator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- Creating a team without adding members means tickets assigned to that team will sit unattended. Always populate the team after creating it.
- Team names should be unique and descriptive. Generic names like "Team 1" make routing rules and reports confusing.
- Deleting a team does not automatically reassign its open tickets. Reassign or close tickets before deleting.
- Open Configuration → User Management → Teams.
- Use the create-team action and enter a clear team name and any required fields.
- Save and open the team’s membership management.
- Add the appropriate members and review ticket routing and timesheet approvers.
Expected outcome: The user has reviewed the result of create a team in the application.
Aanbevolen werkwijze
- Geef alleen benodigde rechten.
- Controleer rollen en teams na organisatiewijzigingen.
Gerelateerde handleidingen
Lees verder in Gebruikers en toegang
Gebruikers, uitnodigingen, rollen, rechten, teams en afdelingen.