Add, Edit, or Remove Teams

Learn how to easily manage your Teams in Jack by following our step-by-step guide on adding, editing, or removing a Team in your account. Empower your organization's expense management efforts and enhance collaboration within your company.

Table of Contents

• About Managing Teams
• How to Manage Teams in Jack Portal
  • Add a New Team
  • Edit a Team
  • Remove a Team
• See Teams Information
• Related Articles

About Managing Teams

Teams in Jack refer to groups or departments within your organization that work together on expense management. By creating Teams, you can establish a structured and organized approach to financial operations. This feature is particularly useful for SMEs, startups, and enterprises looking to improve their expense management processes and get these benefits:

1. Streamlined Collaboration
   With Teams, you can bring together employees who share expense responsibilities and ensure seamless collaboration. By centralizing expense-related tasks, Teams can work together efficiently, saving time and effort.
2. Controlled Access and Permissions
   Jack's Teams feature enables you to assign specific roles and permissions to team members. You can grant access to sensitive financial information only to those who need it, ensuring data security and privacy.
3. Scalability and Flexibility
   As your organization grows, you can effortlessly add, edit, or remove Teams in Jack. This scalability ensures that the expense management process adapts to your evolving business needs.

How to Manage Teams in Jack Portal

Add a New Team

You can add a new Team only in Jack Portal and adding a Team can be done by Business Owner and Admin only. To add a Team to Jack, follow these simple steps:

1. Login to your Jack Portal, and click your profile icon on the left-bottom corner of the Jack Portal.
   
2. Click Users & Teams.
   
3. Inside the Users & Teams page, click Create Team.
   
4. Input Team details, consisting of the Team name and Team color code.
   
5. Add Team members. You can add members of the Team from registered employees or invite them with an email address. Ensure total Team members do not exceed your company subscription plan limit.
   

   You can add Team members later by clicking I’ll do this later.

   
   
6. Assign Team Manager. A Team Manager is able to track and control the expenses of his/her Team.
   
7. Congrats! Your new Team is finally born. Please check the details of your new Team before hitting the Create Team button.
   
   

Edit a Team

You can edit a Team only in Jack Portal, editing a Team can be done by Business Owner and Admin only. To edit a Team in Jack, follow these simple steps:

1. Login to your Jack Portal, and click your profile icon on the left-bottom corner of the Jack Portal.
   
2. Click Users & Teams.
   
3. Inside the Users & Teams page, you can see the Teams tab. Click the tab to click one of the Teams you want to edit.
   
4. Inside the Team page, click the pencil icon to Edit Team Details.
   
5. Edit the Team details by inputting the new Team name, Team color, and Save Changes once it’s done. The changes will be automatically updated.
   
6. You can also edit the Team by reassigning Team Manager or adding Team members. To reassign Team Manager, learn more here.
   
7. If you want to add Team members, input the name you would like to invite. You can invite registered employees or new employees by inviting them with email addresses. You can invite several member(s) at once. After that, click the Add button.
   

Remove a Team

You can remove a Team only in Jack Portal, removing a Team can be done by the Business owner and Admin only. To remove a Team from Jack, follow these simple steps:

1. Login to your Jack Portal, and click your profile icon on the left-bottom corner of the Jack Portal.
   
2. Click Users & Teams.
   
3. Inside the Users & Teams page, you can see the Teams tab. Click the tab to click one of the Teams you want to remove.
   
4. Inside the Team page, click the trash bin icon to Remove.
   
5. Once deleted, all information and settings about the Team will be removed and cannot be restored. If you are sure, then click Delete Team on the confirmation modal. The Team will be automatically deleted.
   
   

See Teams Information

To access Teams information, simply navigate to the Settings menu, then click the Users & Teams page, specifically the Teams tab. This page can only be accessed by Business Owner or Admin only. Here, you will find a comprehensive overview of your Team in the organization and Team details, including the Team name, Team Manager, and total employees associated with each Team.

It's important to note that visibility is carefully managed to ensure data security. 

• Business Owners and Admins have the privilege to view all Team information and have the ability to add, edit, or remove Team(s) from it.
• Employees and Bookkeepers can not see their own Team information and do not have the ability to edit or remove their own Team. Basically, they do not have any access to this page.
• Team Managers have more visibility than Employees and Bookkeepers, they can see their own Team information, but don’t have the capability to edit or remove their own Team, except if they are Business Owner or admins.

Related Articles

• Teams Management
• User Roles in Jack
• Add, Edit, or Remove Users