# Teams

_User Guide › Security › Teams_

![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/298a7bb4f17fd4af26fabab32e0102f8.png)
*Security record (with data)*

## Overview

Use the Teams form to maintain a team’s core details, including its Department, Team Name, Team Leader, and team members. Sales managers and other authorized users use this form when creating or updating the teams that support business operations. Use the Teams list to locate an existing team, then open its record to review or update the team information.

## Before you start

- Sign in to the application.
- Access the **Security** section and the **Teams** page.
- Ensure that you have the required team information before saving: **Department, Team Name**, and **Team Leader** are required.

> **Note:** The form validates required information when you save. A team record cannot be saved while a required field is missing.

## Steps

1. Navigate to **Security Section > Teams**.

   ![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/911cbb8ceed3335b25c8cf155aad8419.png)
*Teams — Security Section › Teams*

2. Use the **Search box** to locate a team when you need to update an existing record.

3. Select the required team record from the Teams list. Review the available team information, including **Team Leader, Memebers, Department, Target**, and **Active**.

4. Open the team record and review or enter the required team details:
   - **Department
   - Team Name
   - Team Leader**

5. Review the team member area. The form displays the team member name and the current member count.

6. Select **Save** to validate and save the team record.

   ![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/de392dce2bd88eac3fad114bd5822fbe.png)
*Teams — Security Section › Teams › Teams*

7. Select **Save and Close** when you want to save the record and return from the form.

> **Tip:** Use **All Teams** to return to the complete team list after working with an individual team record.

> **Warning:** Do not select **Save** until **Department, Team Name**, and **Team Leader** have been completed. The application refuses to save the record if required information is missing.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The team record does not save. | One or more required fields are missing. | Complete **Department, Team Name**, and **Team Leader**, then select **Save** again. |
| You cannot find the team that you need to update. | The Teams list contains multiple team records. | Enter relevant text in the **Search box** to narrow the list, then select the required record. |
| You need to return to the full list of teams. | You are working in an individual team record. | Select **All Teams**. |

## Result

The team record is saved with its required team details and is available from the Teams list.

## Related pages

- [Security — Overview](doc:security-overview)
- [Getting Started with Security](doc:security-getting-started)
- [Security — Learning Path](doc:workflows-security)
- [My Profile](doc:security-my-profile-edit-record)
- [Principal Users](doc:security-principal-users-edit-record)