Smart Teams have moved into the modern Automate interface. Your teams, members and settings are unchanged. This is a change to the interface, not to your configuration.
The Smart Teams list
The list shows all your Smart Teams. From it you can:
- Create a new team.
- Open, edit or delete a team from its row.
- Reorder the teams.
- Export your teams to a spreadsheet, or import teams from one.
Before: the Smart Teams list
After: the Smart Teams list
Creating a Smart Team
Create a team from the list. As you create it, choose the shared tags the team should use, and whether its email signatures sync automatically.
Before: creating a Smart Team
After: creating a Smart Team
Viewing a Smart Team
Each team opens with three tabs:
- Details: the team's settings.
- Members: who is in the team. Add or remove members here, or import members from a spreadsheet.
- Shared: the resources the team shares.
Before: viewing a Smart Team
After: viewing a Smart Team
Keeping a team up to date
- Sync now: bring the team up to date straight away.
- Sync email signatures: update the signatures of everyone in the team.
Importing with a spreadsheet
You can import teams, or the members of one team, from a spreadsheet. Only one import runs at a time. While it runs, check its status to see how many rows succeeded and how many failed.
To import, you need permission to manage users for the teams you are importing into.
Before: importing with a spreadsheet
After: importing with a spreadsheet