Introduction
The Welcome page (user dashboard), is your overview of what is happening in Microsoft Teams as an end-user. Powell Teams administrators also have access to this page opening Powell Teams.
On this page, you will be able to process several actions:
- Find your teams: dashboard tabs, searchbar, refiners and card or table views
- Create a team: a simplified journey
- Take action on a team: team details, team edition and team governance alert
- Stay informed: Notification bell
- Access to the administration center and sign out
Find your teams
The page shows all the teams you are owner or member of.
To find a specific team, you can use different ways:
- Dashboard tabs
- Search bar & views
- Refiners
Dashboard tabs
On top of the page, you have 3 tabs.
- All teams displays all the teams you are member or owner of.
- My favorites displays the teams you added to favorites. To do that, you need to click on the 3 dots on a team and tag it as "favorite". The team will be immediately added to the “My favorites” tab.
- Recommended teams displays teams that have been designated as "recommended" by an Powell Teams administrator.
Search bar & views
The search bar allow you to directly look for a team with it name.
You have the possibility to switch from the card view to a table view to display your team directory.
Refiners
On the right side of your page, you will see the list of tags you can use to filter your teams. Most of our customers use filters such as "Location" or "Department" as their first refiners. They can also filter their teams using people tags :
Refiners created and configured by Powell Teams Administrators. If this area of your dashboard is empty, it means Powell Teams administrators haven't created any filters yet.
Create a team
Powell Teams makes the process of team creation simple. You can create a new team based on predefined templates directly from the Welcome page. In order to create a team, click the button "Create a new team," and the team creation form opens.
For more detailed instructions on how to create a new Team: Create a new team.
Take action on a team
Each team have a card and a table view. A team card gives users an overall short overview of what is happening within a team. Each team card includes a team title, a team description, the number of users of the team (owners + members) and a three-dots icon. In the table view you will also know what is the template assiociated to the team and the status (active or archived).
Team card also show a governance status alert when team are not respecting the rules of their templates.
For each of your teams, you can perform several actions clicking on the 3 dots button of the team:
- Open detail
- Edit the team
- Add or remove from favorites
- Get link
Open detail
When you click on "Open detail", a panel is opened to show the different channels of the team. It is possible to directly access to the channels clicking on it. You also have the last document modified in this team accessible from this panel. And lastly, several quick links to access to the SharePoint site of the team, it files, Notebook and Planner.
Edit the team (only for team owners)
Team owners have the option to edit their teams. Here you can edit all of your team information and configuration. When a governance rule from the template is not respected, you will see a banner on the page asking you for a correction. It is also possible to archive your team from this page.
Discover our dedicated article about team edition.
Add or remove from favorites
Add your teams in your favorites when you have to access to it regularly. You can add or remove them directly within the options of the 3 dots button.
Get link
The last option is to copy the Microsoft Teams url of the team if you want to access to it in your browser or share it to one of your collegue.
Stay informed
You can see a notification bell on the very top left corner of your page. Clicking on this bell opens a panel that is showing your last activities. You will be able to see your team creation process results and approval workflows status.
The eye and edit button allows to respectively see the detail and edit the information related to the notification.
It is possible to filter your notification to see only: unread notifications, Requests pending for your approval, My requests waiting for approval and latest team created.
Team creation status
Once a team is starting to be created, you will be able to have the status of this creation: in progress, succeeded, failed or warning. Warning means that most of your team configuration a small issue occured. Ask your administrators to get more information or recreate the team.
Clicking on the notification will redirect you to the general channel of the team.
Approvals
When a team creation requires an approval, both team requestor and approvers are notified.
Requestor can have access to it team creation request and see the status and details of the request.
Approvers can directly accept or decline the team creation based on the information displayed.
Powell Teams administration access & Sign out
As a Powell Teams administrator, you can access to the Powell Teams back office with the "Admin center" button displayed at the top right of the page. For more information about the Administration part: The overview of the administration section
You can also disconnect from Powell Teams clicking on "Sign out".
For more information about the Administration part: The overview of the administration section
Frequently asked questions
1- Why can't I see any team?
Powell Teams only display teams when you have access as a team member or a team owner. You can join an existing team or create your first team with the "Create a team" button to start collaborating with your colleagues.
2- Why can't I see any refiner in the left column?
Refiners are created and configured by Powell Teams Administrators. If this area of your dashboard is empty Powell Teams administrators haven't created any filters yet. To configure the refiners, you need to be a Powell Teams Administrator. Then you can access the admin settings through the Manage tags page in the administration section.
3- Who can access the user dashboard in the company?
When Powell Teams is activated in Microsoft Teams, everyone can access the user dashboard if the app is deployed manually by the user or deployed globally by a Microsoft Teams Administrator. A global Microsoft Teams administrator can also restrict access to the Powell Teams application to specific employees within the Microsoft Team administration center.