# Teams

_Applications › Security Section › Teams_

![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d9a125b326f57d8a92ea3e4a47c8a5f1.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A75.34%2C%22y%22%3A4.86%2C%22w%22%3A5.11%2C%22h%22%3A4.55%2C%22label%22%3A%221%20%20New%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A80.74%2C%22y%22%3A4.86%2C%22w%22%3A8.05%2C%22h%22%3A4.55%2C%22label%22%3A%222%20%20Merge%20teams%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A84.77%2C%22y%22%3A7.13%7D%5D%7D)
*Teams — Security Section › Teams*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/12953c72c67116feb54361a176f1e96e.png)

![Merge teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1e6f75a5b2ca0e1056bc9a411394396d.png)

## Overview

Teams provide a central list of team records within the Security Section. Use this page to review existing teams, create a new team, manage its members, and maintain the team list used across the platform. This feature is relevant to users who need to organize people into operational groups for Sales, PM, Purchasing, Warehouse, Finance, or other business functions.

## Settings

Before working with team records, you can control how the Teams list is displayed by using the available layout tools.

1. On the Teams list, select **Standard Layout** to return to the standard list arrangement.

2. To create a personal list arrangement, select **Add Layout**, enter a **Layout name**, and use **Columns Chooser** to select the columns you need.

3. Select **Save** to keep the layout. To change an existing layout, select it in **Select...**, make the required changes, and select **Update Current**.

4. If a saved layout is no longer required, select it in **Select...** and select **Delete Current**.

> **Note:** Use layouts to focus the Teams list on the information that is most useful for your role, such as Team Leader, Members, Department, Target, or Active status.

## Workflow

### Review, search, or filter teams

1. Open **Security Section**, then select **Teams**. Review the available team records in the list, including Team Leader, Members, Department, Target, and Active information.

2. To locate a specific record, enter search criteria in **Search** or use **Search box**. Select **Select...** and then **Select** when a selection control is available.

3. If you need to narrow the displayed results, use **Apply filter** from the team workspace.

   ![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fc7b60d6c228a1c7d97206921b78446e.png)
*Teams — Security Section › Teams › Teams*

> **Tip:** Search before creating a team to avoid maintaining duplicate team records with similar names or members.

### Create a team

1. From the Teams list, select **New**.

2. In the new team workspace, use **Select...** and select **Select** where required to choose available values for the team record.

   ![Teams](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6990ef861ecbf6f538fb24575bd743e7.png)
*Teams — Security Section › Teams › Teams*

3. Decide whether the team requires members now:
   - To add or review team members, select **members**. The member area shows team member names and a count.
   - To leave membership for later, continue without selecting **members**.

4. If supporting material is required for the team record, select **Attach**. Use **Ok** to confirm the attachment action when prompted.

5. Decide how to finish the new record:
   - Select **Save** to save the record and remain in the current workspace.
   - Select **Save and Close** to save the record and return to the Teams list.

> **Warning:** Do not close the record before selecting **Save** or **Save and Close** if you need to retain your changes.

### Maintain an existing team

1. From the Teams list, locate the required team using **Search** or **Search box**, then open the team record.

2. Use **members** to review the team member list and its displayed count. The associated Users view is available from the Teams navigation path for user-related records.

3. Select **Save** to retain updates while continuing to work, or select **Save and Close** to retain updates and exit the record.

### Consolidate duplicate teams

1. From the Teams list, identify team records that should be consolidated.

2. Select **Merge teams** to begin the merge action.

3. Review the selected team records before completing the merge. Use the available selection controls, including **Select...** and **Select**, where presented.

4. Save the resulting record using **Save** or **Save and Close**.

### Remove a team or list layout

1. When a team record is no longer required, locate and open the appropriate record from the Teams list.

2. Select **Delete** to remove the selected record.

3. If you only need to remove a saved list arrangement rather than a team record, select the layout in **Select...** and use **Delete Current**.

## Examples

A Sales manager needs a team record for an after-sales group.

1. The manager opens **Security Section** and selects **Teams**.

2. The manager uses **Search** to check whether an after-sales team already exists. After confirming that a separate team record is required, the manager selects **New**.

3. In the new team workspace, the manager uses **Select...** and **Select** to choose the required available values.

4. The manager selects **members** and reviews the team member area. The displayed count initially shows no members, so the manager uses the available membership workspace to establish the team’s member list.

5. The manager selects **Save and Close**. The team is saved and the manager returns to the Teams list, where it can be located later through **Search**.

6. If a duplicate team is later found, the manager returns to the list, selects **Merge teams**, and completes the consolidation using the available selection controls.

## Tips

> **Tip:** Use a clear, consistent team name so that users can find the correct record quickly through **Search**.

> **Tip:** Use **Save** when you need to continue reviewing members or attachments. Use **Save and Close** only when the team record is complete for the current task.

> **Note:** Use **Columns Chooser** and saved layouts to make the Teams list easier to review without changing team records.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required team does not appear in the list. | The current search, filter, or saved layout may be limiting the displayed records. | Clear or revise **Search**, use **Apply filter** as needed, or select **Standard Layout**. |
| Changes to a team are not visible after leaving the record. | The record may not have been saved. | Reopen the team, make the required changes, then select **Save** or **Save and Close**. |
| The Teams list does not show the columns needed for review. | The current layout does not include the required columns. | Use **Columns Chooser**, then select **Save** for a new layout or **Update Current** for the selected layout. |
| A duplicate team exists. | Similar teams may have been created separately. | Review the relevant records in the Teams list and use **Merge teams** where appropriate. |

## Related pages

- [Security Section — Overview](doc:security-section-overview)
- [Roles](doc:roles-guide-2)
- [Security Section — Learning Path](doc:workflows-security-section)
- [Users](doc:users-guide-2)