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HowCanICreateANewTeam

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How Can I Create A New Team
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To create a new Team, you must have certain permissions. By default, Administrator and Manager Roles can view and manage Teams section.

  1. Log in to the Polar help desk application using your user name and password.
  2. Click on the 'Create New' button from the left sidebar to expand, and then, from the 'Team' select Team Template you want to use for the Team. The screen with an empty default Team template will display.
  3. Enter all necessary information. The 'Name' field is required.
  4. Click Save.

If you want to make Teams that will be created from this template assignable to incidents, check 'Assignable Team' box.

You can also modify a default notification and a default e-mail account for Team, as well as default language the teams will be used.

To add a member, click on the search icon besides 'Add Members'.

Each Team:

  1. has its Email Account, and
  2. has Email Notification settings, and
  3. is in a particular Role, which gives permissions to members of that Team.
Email Account

This email account will be used for two-way communication and sending notifications about incidents which are assigned to this Team.

Email Notification

Email Notification is a set of rules for notifying members of this Team and contacts who reported incidents assigned to this Team.

Roles

Each Role is a set of permissions, members of this Team will have those permissions.

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