Table of contents
Introduction
You can access and manage all your existing teams on the page "All teams."
On the page "All teams," you will be able to create a new team, edit your existing teams and apply a Powell Teams template to an existing team.
The list displays the team visibility, the template name, the number of team owners, members and guests. Each team has an edit button, allowing you to make modifications to your team.
If you are a Powell Teams administrator and not a Microsoft Teams Administrator, you will only see the teams you are part of. A Microsoft Teams Administrator will see all teams in the tenant
The list of "All teams" displays:
- The team name
- The visibility (Private/public)
- The name of the Template that is applied on a team
- The number of team owners
- The number of team members (including the potential guests)
- The number of guests
The search box allows you to find the desired team.
You can also filter teams by a template. Click on the arrow in the "Filter by template" box, and choose a template from the dropdown list. Once you select a template, the list will display all teams associated with that Template.
You can modify your team and apply a Powell Teams template to an existing team with an edit icon.
To view the Template applied on the team, simply click the template name. To be redirected to the team, click the "eye" icon.
Create a Team
To create a team, click the "create a team" button on top of the page and follow the instructions in the team creation form.
To learn more about the team creation process, visit the page Create a new Team.
Edit your teams
You can access the team details via the "edit" button highlighted in the image below.
Review the team information on each page and make necessary modifications to your team.
General information
On the "General information" page, you can:
- modify the team image
- change the team name and description
- choose the team privacy
- review the classification
- archive the team
To activate the archive feature, click on the "yes/no" button. When the button goes green, it means you have archived the team.
For more information about the "archive" feature and archived teams, visit the page archived teams.
Do not forget to click "save" when making modifications.
Members & Owners
Review members and owners that were chosen in the Template.
You can remove them or add additional members & owners using the search box.
If you change the template for this particular team , and you reapply a different template - you can reimport automatically the default members and owners from that template using the button "Import owners from template".
The first step would be to apply a new template on a team (check the last page "Template" in the team details). Then click on the button "import owners from template". (Discussed more in details in the following sections).
Channels
Review the list of existing channels in the team.
Click the channel title to be redirected to the channel itself.
Template
Apply a Powell Teams template to an existing team.
The "classic template" is currently applied on the team. Below you have the list of tag values used in the team based on the chosen Template. You can modify these tag values.
Keep in mind that when you change the tag values, your team name might change as well, since some of the tags can be included in the naming convention.
Read more about the naming conventions here.
The first two tags shown on the image, the "Department" and "Location" tags, are mandatory. You can choose between different values from the dropdown list.
"Shared with" and" product category" tags are optional. You can ignore these tags and delete the values or choose a tag value from the dropdown list.
Find more information about tags here.
Apply a Powell Teams Template to an existing team
To apply another template on the team, click on " change " button under the Template and choose another template from the list.
When you apply a Powell Teams template on an existing team, the existing content like users, channels, tabs and documents will not be deleted. We only add the governance rules and missing content available in the Powell Teams template.
Click on "change" and choose the "IT department" template from the list.
General Information
As you apply this Template, you can see the information that will change based on this Template, including the team privacy, classification, and tags.
As you reapply a template to the existing team, consider that a different template has different tag values. Consequently your team name will change.
As the template "IT department" was applied to the team, the team name, privacy status, and tags have changed.
You can choose to archive the team. Read more on archived teams here.
Choose whether you want to import the channels from this new Template.
- If you leave the option as "no," no changes will be applied. The team will maintain the same channels.
- If you choose "yes," the new channels will be added to the existing ones. Existing channels will not be deleted.
When you reapply a template to an existing team, and choose import the template's channels, it is possible that there are two channels with the same name. In that case, only one channel will be kept with the same name.
Finally, choose the tag values for your team and save your changes.
Members & Owners
On the "Members & Owners " page, you have the members and owners that already existed based on the previous Template.
With the button "Import owners from template" or "Import members from template," you can import members & owners from the recently applied Template.
However, it will not delete the previously existing members & owners.
Keep in mind that this button only appears in case the newly applied template has the list of members & owners in the template settings. If the list is empty, the button will not be visible.
For example, The chosen Template can have the list of owners added to the Template but no members. In that case, you will see only the button "Import owners from the template."
As you click the button "Import owners from template" and "Import members from the template," it will add additional owners and members, as shown in the image below.
In this image, you can see that the list of Team owners has not been changed. However, two additional members have been added to the "Team members" list.
It means that the newly applied Template had the same list of Team owners and two different team members added to the list.
If you are done with modification for the team owners and members, click save, and you will be redirected to the team details with a recently applied Powell template.
Update multiple teams at once
To update multiple teams at once and associate a template to several teams, you are able to use our API endpoint : https://docapiteams.powell-software.com/#api=powell-teams-api&operation=put-updateteam
Batching this endpoint on multiple team IDs will apply a template on several teams..
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