How to Create and Manage Teams in Cloudica

Teams in Cloudica™ help you organize your users into structured groups that represent departments, divisions, or project squads within your organization. Defining teams allows for better monitoring, streamlined data filtering, and more efficient collaboration.

There are two primary ways to create and manage teams in Cloudica:

Via the Organizational Chart Modal (Best for bulk user assignments and structural changes)
Via the User Drawer (Best for assigning individual users on the fly)

Navigating to Manage Users

Before using either method, you must first navigate to the main management view:

Click the User Menu (your avatar) in the upper-right corner of the Cloudica dashboard.
Select Manage Users from the dropdown menu.

From this view, you can either open the Organizational Chart or select an individual user and open their User Drawer.

Method 1: Managing Teams via the Organizational Chart

The Organizational Chart modal provides a centralized hub where you can create new teams, change team names, add or remove multiple members simultaneously, or delete teams entirely.

Opening the Teams Management Modal

While on the Manage Users screen, click Org Chart on the left panel of the dashboard.
Once the Organizational Chart modal pops up, click the kebab menu (three vertical dots) located next to the window title.
Select Manage Teams from the options.

Creating a New Team

On the teams form, click inside the New Team / Select Team field.
Type your desired team name into the field.
Click the Create "[Your Team Name]" prompt that appears directly below the text field in the dropdown.
A confirmation pop-up will appear; click OK to complete the creation.

Adding Users to a Team

Click the dropdown arrow on the New Team / Select Team field and select the team you wish to modify.
Click inside the Add Users field.
Select a user's name from the dropdown list. Once selected, their name will appear in green in the member list above.

Note: You can repeat this step to select and add multiple users at once.

4. Click the Update Team button at the bottom left to save the assignments.

5. Click OK on the confirmation pop-up.

Removing a Member from a Team

Select your target team from the List of teams dropdown.
In the team member list on the right side of the panel, hover your cursor over the user you wish to remove.
Click the kebab menu (three vertical dots) that appears on the right edge of their name box.
Click Remove from Team.
Click the Update Team button to apply the changes.

Editing a Team Name

Select the team you want to rename from the List of teams dropdown.
Click the Edit Team Name action link located below the dropdown.
In the pop-up modal, edit the text field with your new team name and click Save.
Click OK on the subsequent confirmation pop-up.

Deleting a Team

Select the team you wish to permanently delete from the List of teams dropdown.
Click the Delete Team action link (highlighted in red).
A confirmation modal will appear asking: "Are you sure you want to delete [Team Name]?" Click Confirm to proceed, or Cancel to abort.

Note: Deleting a team automatically removes all associated members from that group. To avoid potential conflicts with your active organizational hierarchy data, it is highly recommended to manually remove team members before deleting the team entirely.

Method 2: Managing Teams via the User Drawer

If you are working directly within your user directories, you can easily create new teams or assign users to existing groups using individual User Drawers.

Creating a New Team and Assigning the First Member

Navigate to your user list and click on the User Data Box of the person you want to assign to the new team. This opens their User Drawer.
Scroll down to the Teams you set up section.
Click the (+) Add button to open the team creation modal.
Type your new team name into the text field.
Click Save. This creates the team globally and automatically assigns this user as its first member.

The newly created team will immediately appear within your dashboard's left-hand Team Filter panel.

Adding Existing Users to an Existing Team

Click the User Data Box of the user you want to add to a team to open their User Drawer.
Scroll to the Teams you set up section and click the (+) Add button.
Type the name of the existing team in the modal text box.
Select the team from the auto-suggest dropdown list.
Click Save to confirm.

Quick Tips & Considerations

Multi-Team Assignment: A single user can belong to multiple teams simultaneously. Cloudica places no limit on the number of team assignments an individual user can have.
Quick Navigation: Use the Search box on the main dashboard to quickly locate a user, open their drawer, and update their team status.
Streamlined Filtering: Utilize the Team Filter on your left dashboard panel to seamlessly toggle views and monitor data outputs relative to specific business units.