How to Add a User to a Team

Adding a user to a team helps you organise your users in Felix.

Adding a user to a team via the Teams Management Setting

To add a user to a team:

1. Navigate to Settings > Teams Management from your Felix dashboard.
   
   
2. Locate the team you wish to add a user to or enter the team's name in the search bar if it is an existing team. For a new team, refer to How to Manage Teams.
3. Hover over the ‌ ellipsis icon beside the relevant team.
4. Select Add Team Member from the dropdown menu.
   
   
5. Enter the user's name in the field provided.
6. Select the appropriate user from the dropdown menu.
   
   
7. Click the Add User button.
   
   

Adding a user to a team via the User Management Setting

To add a user to a team:

1. Navigate to Settings > User Management from your Felix dashboard.
   
   
2. Locate the user you want to add to a team or enter the user's name in the search bar if it is an existing user. For a new user, refer to How to Manage Users.
3. Hover over the ‌ ellipsis icon right after the Status field and select View Details.
   
   
4. In the Teams field, click the Select Team dropdown and select the preferred team.
5. Click the Assign button.
6. Click the Update button.
   
   

• If the team is not existing, create one using the Quick Add button.
• A user can be added to multiple teams