How do I create a new team?

Busibricks enables you to model your organisational hierarchy. Each office has its own team, you can create as may sub offices as you wish.

Your company structure is displayed in a tree when you open the Team module.

Complete the following steps to create a new team:

  1. Select the Team in the tree that you want to add your new team under. 
  2. Click on the Add Team button at the top of the screen. A drop-down list is displayed showing the types of team you can create.
  3. Click on the type of team that you want to create. The New Record form is displayed.
  4. Complete the form using the table below as a guide.
  5. Click Done to save your changes (or click Cancel to discard any changes). Your new team will be created and will appear in the tree.
Field Description
Label Enter a name for the new team
Incorporated as Enter the full legal name for the new team.
Registered on Click on the calendar icon to select the date on which the team is created.
Chart Label Enter a label that will represent the team in chart legends and axis labels in reports.
Colour Select a colour that will be used to represent the team in charts and reports.
Currency Select the currency that the team operates in from the drop-down list.
About Enter a description about the team.
Letterhead info Enter any details that will appear in letterheads for the team.

 

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