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Team Management

Welcome to the GoRev Administrative Team Management Tutorial. In this tutorial, we will focus on the process of Navigating the Team Management feature as an Administrator in GoRev.

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1 : Navigating to the Team Management Window

As an Administrator, you have the ability to Create New User Teams, Edit Existing User Teams, and Delete Unwanted User Teams in GoRev. To begin, click on the “Team Management” button located in the System Management section of the Admin Toolbar.image.png

2 : Creating a New Team

At this point, the Team Management window should appear on your device. In order to Create a New Team in GoRev, first, begin by clicking on the “New Team” button in the Teams area of this window.image.png

3 : Entering a Team Name and Description

After the Adding New Team window becomes visible, please enter the required Team Name and Description into the corresponding fields provided.image.png

4 : Selecting the Team Manager

Now, in order to select the appropriate Team Manager, begin by clicking on the Manager drop-down menu on your screen.image.png

Once the drop-down menu becomes visible, please select the appropriate Manager from the list.image.png

5 : Adding Additional Managers

In the event that you need to assign more than one Manager to your Team, begin by clicking on the “Additional Managers” checkbox in this window.image.png

6 : Selecting Additional Team Managers

At this point, three additional Manager fields will appear on your device. To continue, please use the drop-down menus in this area to select any additional Team Managers that you require.image.png

7 : Saving New Team

Next, click on the “Create Team” button on your screen.image.png

8 : Adding Team Members

Now, in order to Add a User to the newly created Team, please enter the individual’s Name or Username into the Search field present on your screen.image.png

Then, click on the “Add User” button in this window.image.png

9 : Removing a User

Conversely, if you need to Remove a User from a Team, begin by selecting the User that you require from the Team Member List present on your device.image.png

Then, click on the “Remove User” button in this window.image.png

10 : Editing Existing Teams

In addition to Creating New Teams, you, also, have the ability to Edit Existing Teams in GoRev. To begin, click on the Menu button in the Team Management window.image.png

After the “Team Options” menu becomes visible, please select the “Edit Team” option from the list.image.png

11 : Editing and Saving the Team

At this point, the Editing window will appear on your device. To continue, please Edit any of the information in this window that you require. Once you are finished, click on the “Save Team” button in the Editing window.image.png

12 : Deleting Teams

Lastly, as an Administrator, you, also, have the ability to Delete an Existing Team in GoRev. To begin, click on the Menu button present in the Team Management window.image.png

Then, please select the “Delete Team” option from the list on your screen.image.png


Additional Resources

GoRev Support Team

If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at ask@gorev.com

Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.

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