Using the Team Browser

The team browser allows users to browse and view all the team members over all the topics in your Zingoolarity instance in list format.

To invoke the team browser, select "Teams” from either the main menu or from the home page:

(Zingoolarity Team Browser)

Searching & Filtering for Teams

The team browser allows you to search and filter for the following team attributes:

• Topic
  Enter part of the topic name associated with the team.
• User
  Enter part of a user name belonging to a team.
• Role
  Enter part of a role name which a user has taken in the context of a team.
• Detail
  Enter a phrase occuring in the details of a team membership.

Click the "Search” button to perform the search or click the "Clear” button to reset the already entered search criteria.

Exporting Teams

If you are an administrative user, you can export the currently filtered list of teams in ZML format to a local file.

Click on the "Export” button to perform the export.

A file named "export_team.zml” or "export_team.csv" (depending on the export mode settings in the settings screen) will be created in your local "Downloads” directory.

Adding a New Team

To add a new team member, click the "Add” button.

Note that using the "Add” button in the team browser will always create new team members for the top-most "Home” topic.

Please use the "Topic Team” function in the context of a single topic to add team members to a specific topic.

The attributes available in a team membership have already been explained in a previous chapter in this getting started guide.

Please refer to the "Building Teams” chapter for more details.

At the bottom of the screen, a couple of buttons are available:

• The "Save” button will just save your changes (without leaving the editor screen).
• The "Save+Back” button will do the same but return to the previous screen.
• The "Cancel” button will just return to the previous screen (without saving).
• The "Delete” button will request confirmation, will delete the record and then will return to the previous screen.
  Note: Deleting a team membership is only possible, if the team membership is not yet used somewhere in Zingoolarity already; if this is the case, you will see an appropriate error message.
• The "Log” button will show a historical transaction log of the current record (for auditing purposes).

Editing an Existing Team Membership

To edit an existing team membership, click the "Edit” button next to the team membership in the list shown in the team browser after searching.

Viewing the Team for a Topic

You can focus on the team of a single topic by clicking on the name of a topic in the list shown in the team browser after searching.

Viewing the Member of a Team

You can view the details of a team member by clicking on the name of a user in the list shown in the team browser after searching.