Creating and Editing Teams

After you create team member records in your system, you can group them into teams. Usually this is based on who needs to receive internal notices. Your aACE system includes several default teams (e.g. Human Resources, A/R, A/P, etc), but you can also create customized teams. 

Create a New Team

Team records can have as few as one team member assigned. And one team member can be assigned to multiple teams.

  1. Navigate from Main Menu > Internal > Teams.
  2. At the list view, click New.
  3. On the new team record, enter the needed information:
    • Team — Type the name for this group.
    • Team Members — Click the blank field in this list to enter one person at a time or click the Search icon () to select multiple people.
  4. Click Save and Activate.

Edit an Existing Team

  1. Navigate from Main Menu > Internal > Teams.
  2. Use the Quick Search bar to locate the team you want to update.
  3. On the detail view, click Edit.
  4. Update the team as needed:
    • Add new team members — Click in the empty line and select the correct personnel.
    • Replace an existing team member — Click the Search icon () for that line, then specify the new team member.
    • Remove an existing team member — Click the Delete icon () for that line.
  5. Click Save.

Menu Bar Commands for Teams

In addition to updating individuals assigned to a team, you can use commands on the menu bar to modify the entire team:

  • Delete — Removes the team from your aACE system.
  • Actions menu:
    • Duplicate Team — Copies the team as the starting point for another team.
    • Deactivate Team — Prevents the team from being assigned to any additional notice setups.
      Note: Personnel on a deactivated team will continue to receive notices from active, currently assigned notice setups.

Teams, Contacts, and Notices

After you create a team, you can assign notice setups to it for various system events. 

You can add contacts who are not aACE users to a team; however, these contacts will have some conditions on viewing notices. For notice setups with the delivery method:

  • aACE Notice only — Contacts must be able to access aACE to view notices.
  • Email — Contacts must have a valid email address on their record to receive notices.
  • SMS Email — Contacts must have a valid SMS address on their record to receive notices.