In Daymi, a Team is a group of people who work in the same department. For example, a Fund Services firm may have back-office functions that include settlements, record maintenance, accounting, and so on. These functions are typically divided into separate teams. Before starting to create their processes in Daymi, there are several things that they need to do, and one of them is to add their Team and connect members
How do we start? 🤷🏼♂️
There is an option called Teams available under the Users menu.
Once you navigate to the Teams page, you will be able to view a list of all the current Teams. To add a new Team, simply click on the "Add Team" button located at the top right corner of the screen.
After filling out the necessary information for the new Team, click on the "Create" button to complete the process ✅
👨🏼🎓 How do Teams connect with other Daymi features?
Main Processes: Teams are required as a part of Main Processes.
Teams task lists: read more 👈🏼
Filters: Teams can use Daymi's Filters feature on the Dashboard view to refine their data quickly and easily with just a few clicks.
Notifications: Teams can be included as recipients of notifications, as demonstrated in the screenshot below. If a Team is included, all active users connected to that Team will receive individual notifications at their respective user information.
Users Access Control: We now offer a feature that allows users to restrict their dashboard to display only processes associated with their team, read more here.