Team Page

🕙  2 minute read

The Team page is where all active team members and groups are listed. From the team page, you can access user profile pages and group pages, and invite new members or create a group. All users can access the team, user profile, and group pages.

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Team wide information like the number of team member, active Workflows, hours saved, and cost savings are calculated and displayed for a high level view of your team’s automation performance. For a closer look at a team’s performance, jump to that team’s dashboard.

View team members and groups

From the team page, select the Members or Groups tab to view a list of each.

  • Each member is listed by their profile icon, full name, and email address.
  • Each group is listed by the group name and member count.

Select an individual team member or group to go to the User Profile Page or the Groups

Invite and add a new team member

New users can be added by a teams members or admins. All team members are able to add new team members, but only admins are able to add other admins. See User Permissions for capabilities exclusive to admins.

  1. From the team page, select .
  2. Complete the fields to invite a new user:
    • Name: The name used to tag and notify a user in a comment. The nickname is determined during invite and cannot be changed except by an admin.
    • Permissions: A user can be a team member or an admin. Team member will be the only option unless you are an admin. Admins have additional permissions.
    • Email Address: Enter an email for the new team member.
    • Personal Invite Message: Optionally, add a note to the new team member with their invite email.
  3. Select .

The invited user will receive an e-mail from your Catalytic team with a button to join and create an account.

Team members can also be invited using the Email: Invite a User action. For more information on adding users, see the Add User page.

Create a new group

With groups, you can assign more than one team member to a task, or manage permissions based on groups. For example, you could create an IT Support group to receive all incoming requests for hardware or software assistance.

  1. From the team page, select .
  2. Name the group and select 1 or more team members to include in the group.
  3. Select .

For information on working with groups, or managing group membership or permissions, see the Groups page.

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