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Teams

Manage the teams that group administrators, assign a team leader, and associate a department — so every administrator is organized within a team.

What You Can Do

  • View the full list of teams with their leader, department, and status.
  • Create a new team with a name, description, leader, and department.
  • Edit a team's details or mark it as inactive.
  • Delete a team that is no longer needed.
  • Assign a team to an administrator — the team's department is automatically applied to that administrator.

Getting There

Click Equipos in the top-level sidebar. The item is visible to any role that has the teams-table permission. The Teams module is independent of the Administrators module; both appear as separate items in the navigation.

Common Tasks

Create a team

  1. In the Equipos sidebar item, click it to open the Teams list.
  2. Click Create (top-right button). An offcanvas panel opens on the right.
  3. Fill in the fields:
    • Name (required, max 50 characters) — the team's display name.
    • Description (optional, max 100 characters) — a short description of the team's purpose.
    • Team Leader (required) — select any administrator from the dropdown.
    • Department (optional) — the department this team belongs to.
  4. Click Save. The team appears in the list immediately.

Edit or deactivate a team

  1. In the Teams list, find the row you want to change.
  2. Click Edit in the actions column.
  3. Update the fields you want to change. To deactivate the team, change Status to Inactive.
  4. Click Save. The table and any administrator forms that display teams refresh automatically.

Delete a team

  1. In the Teams list, click the actions dropdown on the row you want to remove.
  2. Click Delete. A confirmation dialog appears.
  3. Confirm to delete. The team is removed permanently.

WARNING

Deleting a team does not automatically reassign the administrators who belonged to it. Verify or update those administrators afterward.

Assign a team to an administrator

Teams are assigned inside the Administrators module, not here. When you create or edit an administrator:

  1. Go to Administradores in the sidebar.
  2. Open an administrator's create or edit panel.
  3. Select a Team from the dropdown (required). The Department field is automatically filled with the team's department and becomes read-only.
  4. Complete the rest of the form and save.

The department is always derived from the team — you cannot override it manually once a team is selected.

Required Permissions

PermissionWhat it allows
teams-tableView the Teams list and apply filters
teams-addCreate new teams
teams-editEdit and delete existing teams

These permissions are granted to the same roles that have access to the Administrators module. If you do not see Equipos in the sidebar, contact an administrator with a role that includes teams-table.

Frequently Asked Questions

Why does the Department field fill automatically when I select a team?

Each team is configured with a department. When you assign a team to an administrator, the system copies that department to avoid inconsistency — an administrator always belongs to the same department as their team. You can change the department by selecting a different team.

Can I assign any administrator as the team leader?

Yes. The Team Leader dropdown in the Teams form lists all active administrators, regardless of their role or team. There is no restriction on who can lead a team.

What happens to administrators when a team is deactivated?

Deactivating a team (setting its status to Inactive) does not remove or change existing administrator assignments. The team continues to appear in the administrator's record; it simply no longer shows as active in the Teams list unless you filter by inactive status.

Can the same administrator lead more than one team?

Yes. The system does not prevent an administrator from being the leader of multiple teams.

  • Technical Documentation: Teams Module — Architecture, data flow, and design decisions for developers.
  • API Reference: Teams API — Endpoint reference for developers.
  • Roles & Permissions: Roles and Permissions Guide — How to grant teams-table, teams-add, and teams-edit to a role.

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