> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/data-management/teams.md).

# Teams

Set up teams of people, with a team email for outgoing mail and a colour on the Job Calendar.

When an enquiry should reach whoever in sales is free, a shared team mailbox works better than one person's inbox. Teams in OrderEazi group your people, such as "Sales" or "Installation crew". A team can have its own email address for outgoing mail, and a colour that marks its visits on the Job Calendar.

### Before you start

You'll need the **Data Management** permission, in the **Settings** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.

### How to add a team

1. In the main menu, go to **Settings** > **Data Management**.
2. Select the **Teams** tab, then **Add team**.
3. Enter the **Team name**, such as "Installation crew".
4. If you like, add a **Code**, an **Email**, and a **Job Calendar colour**.
5. Select **Add team**.

The team appears in the list, with its colour, code, and email.

### How to add people to a team

1. Select **Edit team** on the team's row.
2. Under **Members**, add the people in the team.
3. Select **Save changes**.

You see "Team updated successfully." Members appear under the team on the Job Calendar. Adding someone to a team doesn't change what they can see or do. Which projects they see is set under **User Access** on their user.

### Where teams are used

* **Team email:** Under **Email** in System Settings, you choose how the team's email is used. **Prefer Team Email From** sends from it, and **Prefer Team Email Reply** sends replies to it. **CC Team Email** copies it in.
* **Job Calendar:** Each team's colour marks its row and visits.
* **Clients, suppliers, users, and projects:** Each can be given a team. On a user's **User Access**, you can let them see the projects of the teams you choose.

**Example:** You add a "Sales" team with the email <sales@yourcompany.co.za>, and turn on **Prefer Team Email Reply** in System Settings. When a rep in the team emails a quote, the client's reply goes to the sales mailbox, so someone can answer even when the rep is out.

### How to delete a team

1. Select **Delete team** on the team's row.
2. You're asked "Are you sure you want to delete this team?". Confirm.

If clients, suppliers, users, or projects have the team, OrderEazi asks whether to move them to another team first, then shows what will change.

### When a team can't be saved

* **"Team already exists.":** Another team already has that name. Use it, or choose another name.
* **"A team with code" and the code, "already exists.":** Give the team another code.
* **"Invalid team email address.":** Check the email address for typos.

### Related pages

* [Data Management](/central/order-management/settings/data-management.md): the other lists
* [Email options](/central/order-management/settings/organization-setup/system-settings/email-options.md): the team email options
* [Edit User](/central/order-management/settings/manage-users/edit-user.md): let a user see a team's projects