General information subsection

Owned by Zhenya Elfimova
Last updated: Dec 29, 2023
2 min read

Overview

In the general information section, it is possible to adjust the general settings: team title, team lead, and team description.

How to change the team name, lead or description?

To apply any changes, please start to apply chages in a field. After applying any changes in team name, team lead or description fields, you will see enabled Edit button.

Team name

To change the team name, please type the new name in the team name field.

Please note, that a team name is required, and it is not possible to leave this field empty.

Team lead

To change the team lead, please choose a new one from the dropdown list which appears on click.

If you cannot find the desired person in the list, you can start typing the name in the field. You will see search results in the dropdown and you will be able to select the correct person.

Please note, that:

  1. The team lead field is required, and it is not possible to leave it empty.

  2. You will lose your team lead permissions immediately. If you need access to the team setting after changing the team lead, please check your permissions first.
    Suggestion: You can create a new custom role, which has a “manage team“ permission level and assign this role to you before changing the team lead. Read more about roles creation Roles & Permissions and team member editing Team Members

Team description

You can type any description, that provides an overview of which projects this team is working on, and who is in this team (employees from sales, security, development).

The description field can be empty.

Saving changes

To save changes, please click on “Edit”. To stop editing without changes, please click on “Cancel”.