Creating a Team Room

Overview

Managers can create new team rooms when they need to reorganize contractors. They can also create empty rooms and use them to move existing contractors or hire new candidates.

When a Team Room is created it's linked to the Company associated with the manager and it's not possible to change this company manually. The Team Room Owner is the one who owns the settings for that team and can access all information within the team, including activities and check-in chats.

 

Prerequisites

  • Manager role.

 

Solution

  1. Log in to the Crossover portal.
  2. Go to Manage > Teams from your profile menu.

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  3. Open the Teams application.

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  4. An overview of existing team rooms and contractors shows under your management (if any).

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  5. Click on the New Team button to create a new empty team.
  6. Insert a Team Name and click on Next. You will be redirected to the Hire section, as seen in the screenshot below.

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    Team Rooms
    are only identified by their name, there is no other information or Team Room classification stored in Crossover. 
    Each Team Room is linked to the Company associated with the Team Room Owner, if you need to update this Company to a different one you will need to create a new request for Crossover Support.
  7. Continue with this step only if you are creating a Team Room for any of the Aurea companies: 

 

Confirmation

  1. Log in to the Crossover portal.
  2. Go to Manage > Teams from your profile menu.
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  3. Open the Teams application.
  4. Select the New Empty Team listed under Other Teams.

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  5. You will find that the Team is empty and you are the owner.

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