Creating and Editing Teams

This guide explains creating a new aACE team or editing an existing one. It is intended for system administrators.

aACE teams are groups of team members used to effectively communicate using aACE notices. A team includes one or more team members. An individual team member can be assigned to multiple teams. Your aACE system includes several default teams (e.g. Human Resources, A/R, A/P, etc), but you can also create as many customized teams as needed. 

You can access the Teams module by navigating from the Main Menu > Internal > Teams. 

Creating a Team

In the Teams module, select New.

After you create a new team record, you can add team members:

  • Individual team members to a single team — Enter a name in the Team Members section.
  • Multiple team members to a single team — Select the Search icon (). At the Team Members selector, locate all the team members who should be added to the team.
  • One or more team members to multiple teams — At the Teams module list view, filter the list to show the relevant teams. Select Edits > Add Team Members to List. Select the necessary team member(s).

After you create a team, you can assign notice setups for various system events.

Editing an Existing Team

At the team detail view, you can update the team members:

  1. Add team members — Select the empty line at the bottom and select the team member.
  2. Replace team members — Select the Search icon () on the line of a current team member, then select a new team member.
  3. Remove team members — Select the Delete icon () for a current team member.

Using Contacts on Teams

You can also add contacts who are not aACE team members to your teams. These contacts can receive notices depending on the delivery method preferences within the notice setup.