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Edit Team

Modify team information including name, description, advisor assignment, and status.

Required Permissions​

teams

Overview​

The edit team functionality allows you to update all aspects of a team's configuration. You can modify the team name, description, assigned advisor, and status to keep team information current and accurate.

Accessing Team Edit​

Method 1: From Team Details Page​

  1. Navigate to the team details page for the team you want to edit.
  2. Click the Edit Team button in the top-right corner.

Method 2: From Teams List Page​

  1. From the main navigation, click on the Teams menu item.
  2. Locate the team you want to edit.
  3. Click the dropdown menu (three dots) on the team card.
  4. Select Edit Team from the dropdown menu.

Editing Team Information​

Team Properties​

You can modify the following team properties:

Team Name​

  • Current: Displays the current team name
  • New: Enter the updated team name
  • Validation: Team name is required and must be unique

Description​

  • Current: Shows the existing description
  • New: Update or add a description for the team
  • Optional: This field is not required

Advisor Assignment​

  • Current: Shows the currently assigned advisor
  • New: Select a different advisor from the dropdown
  • Required: A team must have an assigned advisor

Status​

  • Active: Team is operational and can be used
  • Inactive: Team is archived and cannot be used for new assignments

Form Validation​

The edit form includes validation for:

  • Required Fields: Team name and advisor must be provided
  • Unique Names: Team names must be unique within the organization
  • Advisor Selection: Must select a valid advisor from the available list

Workflow​

  1. Access Edit Form: Use one of the methods above to open the edit form.

  2. Review Current Information: The form will be pre-populated with current team data.

  3. Make Changes: Update the fields you want to modify:

    • Modify team name if needed
    • Update description for clarity
    • Change advisor assignment if responsibilities have shifted
    • Update status if the team should be archived or reactivated

  4. Validate Changes: Ensure all required fields are completed and valid.

  5. Save Changes: Click the Save Changes button to apply updates.

  6. Confirmation: You will be redirected to the team details page with updated information.

Canceling Changes​

  • Click the Cancel button to discard changes and return to the team details page
  • Use the browser back button to navigate away without saving
  • Changes are not saved until you explicitly click Save Changes

Best Practices​

Team Naming​

  • Use clear, descriptive names that indicate the team's purpose
  • Avoid generic names like "Team 1" or "New Team"
  • Consider including client segment or geographic information

Description Updates​

  • Keep descriptions current and relevant
  • Include information about the team's focus or specializations
  • Update descriptions when team purpose changes

Advisor Management​

  • Ensure the assigned advisor has appropriate permissions
  • Update advisor assignments when responsibilities change
  • Consider advisor workload when making assignments

Status Management​

  • Use inactive status for teams that are no longer needed
  • Reactivate teams when they become relevant again
  • Archive old teams rather than deleting them to preserve historical data

Error Handling​

Common Issues​

  • Duplicate Team Name: Choose a unique name for the team
  • Invalid Advisor: Select an advisor from the available list
  • Network Errors: Retry the operation if network issues occur

Troubleshooting​

  • Refresh the page if the form doesn't load properly
  • Check your internet connection for network-related issues
  • Contact support if you encounter persistent problems

After editing a team, you may want to: