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How Can I Create A New Team Template

To create a new Team Template, 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 'Admin Items' select 'Team Template'. The screen with an empty default Team template will display.
  3. Enter all necessary information. The 'Name' field is required.
  4. Click

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

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

To add a Role, click on the search icon besides 'Add Role'. It will autamatically set permissions for all Team members, i.e. Users.