Manage Teams
This section discusses topics related to managing teams of users in Kloudfuse.
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Teams must have unique names. |
The topics include:
Navigate to Teams
To manage teams, follow these steps:
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Select the Admin tab, and then the Teams option in the drop-down menu.
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The Teams interface appears.
Using the Teams Interface
The Teams interface has the following information and affordances:
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Create team button to create a new folder. See Create a Team.
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Search bar to locate specific teams, by Group name or Owner email.
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List of existing Groups.
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Bulk and individual action selectors.
When you select several or all teams in the list, Kloudfuse displays a bulk Delete option. See Delete a Team.
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Sort for the team list, on Team name.
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
Use this to make changes to add and manage team members, to configure their roles in the team, to specify team policies, to review effective policies, and even delete the team.
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Specify the number of rows you can see on each page.
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Navigate across pages by clicking individual page numbers, or
(forward) and
(backward) arrows.
Create a Team
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Only Admin users can create new teams. |
Follow these steps to create a new team of users:
The new team now appears in the Teams interface.
Find a Team
In large organizations, it may be hard to find an existing Team. Kloudfuse enables you to find Teams through our Search function.
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In Teams, click the Search bar.
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Start typing the key word, and Kloudfuse automatically filters the list of potential matches.
Default Team Admin
When you create a new Team, Kloudfuse automatically assigns to it a default team member with an Admin Role. You may notice that the new teams, which you had no chance to edit, appear in the Team list with Member count of 1 member each.
Add Team Members
Team members can have one of two roles within the group:
To assign members to a team, follow these steps:
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
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In the Team Members section, use the Select user drop-down to find a user within your organization.
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In the second drop-down, select the member’s Role within the team.
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Click
(Add Member).
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The new team member’s information, Email and Role, appears in the list of Team Members.
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Proceed to add more users to the group.
Change a Member’s Role
Occasionally, you may have to change a team member’s role. Follow these steps:
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
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Select the row for the member where you plan to change the role.
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In the Role drop down, select the necessary alternative, and click it.
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The new role level appears in the list of team members.
Remove a Member from the Team
To remove a member from a team, follow these steps:
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
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Hover over the member you plan to remove.
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Click the
(Remove) icon.
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In the Remove member confirmation interface, click
(Remove).
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Kloudfuse confirms that the member is no longer in the team.
Set Team Policies
To set policies for the Team, follow these steps:
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
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Scroll down to Team Policies.
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In the drop-down, select a policy that you plan to add to the team.
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Click
(Add policy).
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In the confirmation, click
.
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The new policy is now part of the team.
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Add more policies to the team.
Delete Team Policies
To delete policies that no longer apply to a team, follow these steps:
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Hover over the team you plan to Change, and click its name; the <TeamName> detail interface appears.
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Under Team Policies, hover over the policy you plan to remove.
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When the
(Remove) icon appears, click it.
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In the confirmation panel, click
(Confirm).
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Kloudfuse confirms that the policy is removed.
Review Effective Policies
Whenever you apply more than one Policy to a Group, the combination of permissions may not be intuitive.
Kloudfuse displays the effective policies for a group within the Group detail interface.
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Navigate to the detail of the Team you plan to verify.
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Scroll down to Effective Policies.
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Notice that Kloudfuse specifies policies at the level of each stream type.
Delete a Team
As organizational needs change, we recommend that you delete teams that no longer serve a business need.
To delete a team, follow these steps:
Alternatively,
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Click the
icon at the top of the interface.
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In the confirmation window, click Confirm.
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Kloudfuse confirms that it deleted the team.
Bulk Delete
Alternatively,
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Select one or more teams using the checkbox to the left of the folder row.
Bulk Delete -
Kloudfuse displays the number of selected teams and a Delete button.
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Click Delete, and follow the these steps.