Add, edit, or delete teams

A user team is a set of permissions limited to one or more studies you may assign to users. When you've added or updated a team, you can assign the team to one or more users.

You must have a role with Team Management permission to complete this task.

1. Click menu in the page header. Then open the Account menu and click User and access.
2. On the Account users and access page, click Configure teams.
3. On the Configure teams page:
   a. to add a new team, click Create a new team and see step 4.
   b. to change an existing team, scroll to the existing team and click the role name and see step 4.
   c. to delete an existing team, scroll to the team and click Delete team. Removing a team will remove the associated permissions and study access to any user assigned to that team. Read the statements in the confirmation modal, and if you want to continue with deletion, click Proceed.
4. At Team name, enter a unique name for the team or update the existing name.
5. At Description, enter a brief description or modify the existing description. If saved, descriptions display when you hover over more information on the Configure teams page.
6. Under Choose the studies the user will be granted access, type the study name(s) to search and select to assign to the team. Once selected, the studies display in the studies field. To remove a study from the list, click X to the right of the study name.
7. Scroll down and check the box next to each permission you want to assign to/unassign from the team.
8. At the top of the modal, click Save.