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
- View existing records — open Staff Teams from the sidebar to see the list view.
- Search and filter — use the search box and column filters to find records.
- Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
- Edit a record — click a row to open the detail view, then use the edit action.
- Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
- Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).
Teams are the organisational middle layer — use them to route support tickets to the right group and assign regional account managers to a territory for per-team reporting, without touching individual permissions.
Deleting a team that is referenced by ticket routing rules or project assignments will break those references. Update or remove all references to the team before deleting it.
Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/staff_teams