Create a new Smart Team

This article explains the ways you can create a Smart Team in CloudM Automate, and what you set up as you create one.

Using the Smart Teams list

You can create a Smart Team from the Smart Teams list.

1. Go to Directory > Smart Teams.
2. Click Create new Smart Team.
3. Complete the create screens, as described in the Creating the team section below.

This method creates a Smart Team with no users automatically assigned to it. You can set a dynamic member list as you create the team, which automatically adds a user to the Smart Team if they meet specific search criteria, for example they join a specific department or have a tag on their profile.

If you do not set a dynamic member list, add members manually from the team's Members tab.

Converting an Organisational Unit to a Smart Team

You can also turn any Organisational Unit into a Smart Team.

1. Go to Directory > Org Units.
2. Select the Organisational Unit you want to convert. The information panel opens.
3. Select Actions > Create new Smart Team.
4. Complete the create screens, as described in the Creating the team section below.

The dynamic member list is already enabled, with a search query that automatically adds anyone added to the OU to the Smart Team as well.

Using predefined tags and the People Finder search bar

Within your organisation, you may have a group of users who are spread across the business and whose user profiles sit in different Organisational Units. Examples are managers or VIP users. You may need a separate deprovisioning policy governing what happens to these users' data when they are offboarded.

To do this without moving all of these users into a single Organisational Unit:

1. Configure a new domain-wide predefined tag, for example Manager.
2. Apply this tag to the user accounts that need the specific deprovisioning policy.
3. Run an advanced search to return these accounts in the People Finder. In this case, the search term is tags:(Manager).
4. Expand the actions menu from the search results and select Create new Smart Team.
5. Complete the create screens, as described in the Creating the team section below.

The dynamic member list is already enabled, with a search query that automatically adds anyone who has the tag on their profile to the Smart Team as well.

Creating the team

Whichever method you used above, you are taken to the create screens.

Team details

• Name: enter a name for the Smart Team.
• Email: enter an email address for the Smart Team.
• Description: provide a short description of the Smart Team.
• Tags: add any tags you want to add to the user profile of all members of the Smart Team.
• Extra Information: add any extra information you want to add to the user profile of all members of the Smart Team.
• Dynamic member list: enable a dynamic member list, add the criteria you want to apply, then search to see the users who match.

Shared tags and email signatures

As you create the team, choose:

• The shared tags the team should use.
• Whether the team's email signatures sync automatically.

Shared resources

Shared documents, calendars and Shared Drives for the team are managed from the team's Shared tab.

After you create the team

The new team appears in the Smart Teams list. Open it to see its Details, Members and Shared tabs.

• Add or remove members, or import members from a spreadsheet, on the Members tab.
• Use Sync now to bring the team up to date straight away.
• Use Sync email signatures to update the signatures of everyone in the team.

Importing teams from a spreadsheet

You can also create teams by importing them from a spreadsheet, from the Smart Teams list. 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.

Related articles

• Smart Teams in the new interface
• Smart Teams overview