Staff Teams

Section: HR & Workforce
URL: /admin/staff_teams
Page title: (2) Echipe

Overview

Group staff into teams for project assignments, ticket routing, and reporting.

Business value

Groups of staff used for project assignments, ticket routing, sales territories, and reporting. The mid-layer between individual users and the whole org.

• Who uses it: Managers, HR, RevOps
• Key benefit: Reorganise people without rewriting permissions and workflows individually.

Typical use cases:

• Route support tickets to the right team
• Assign all account managers to a regional team for reporting

At a glance

Accessing this module

From the admin sidebar, navigate to Staff Teams, or open the URL directly:

/admin/staff_teams

List view

The list view shows existing staff teams records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Staff Teams from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/staff_teams