How to use the Teams function in Haloo subscription accounts.
Use "Teams" to organize work within the Haloo platform. For example, you may want to create a Team for each distinct client (for law firms or creative agencies), each distinct brand or division (for enterprises), for different working groups within your organization or even individual projects
- Users will only have access to the Teams they are invited to join.
- All work completed while in a team will remain in that Team
- Only users with access to the Team will see those searches or watches.
- Add more Teams at any time.
How to set up a new Team:
- Navigate to the "Teams" drop down at the top left hand side of your screen
- Click "Create a Team"
- Enter a Team name
- Give access to relevant users using the check mark
- Add Description of the team (optional)
- Click "Save" and it will automatically appear in your Team dropdown.
How to Manage your Teams:
You can adjust who has access to Teams at any time:
- Navigate to the "Teams" drop down at the top left hand side of your screen
- Click "Manage teams"
- Click "Edit" on the Team you would like to manage
- Edit "Team Name "
- Add or remove user access using check marks
- Edit "Description"
- Click "Update" to save your changes.
