Teams are used in Keelvar to group users from the same organization into different teams according to their business requirements. 

Creating a Team

1. Once logged into Keelvar, select the email address in the top right corner and click Account Settings
2. In the pane on the right of the screen, select Teams
3. Select + New Team in the top right corner
4. Enter the Team Name and Description, then click Create
5. The team is created, now click on the Team Name to enter in the team member list
6. You can either select +Add Members or Import members 

a.) +Add Members

• Type in the email address of the user you wish to add. Please note that the user must already have an existing account in your organization in order to be added to a team.

b.) Import members

• Select Import members
• Select Download file
• Open the file and enter in the contact's name and contact's email address for all team members 
• Save the file and go back to the Keelvar application.
• Select Import members and upload the file by clicking ‘choose a file’ or by dragging and dropping the file in the grey box
• Keelvar will read the file and add all team members listed in the file.

Removing Team Members from a Team

1. Once logged into Keelvar, select the email address in the top right corner and click Account Settings
2. In the pane on the right of the screen, select Teams
3. Select the Team Name and enter into that team
4. On the left side of each team member, there is a box that can be selected. Select the box for each team member being removed
   • You also have the option to Select All by clicking the very first box at the top of the team list, next to Name
5. Select Remove from team and the user(s) will be removed.

Adding Team to Sourcing Events

Adding Teams to Sourcing Events can help users save time by adding all at once rather than entering each individual into the event.

1. Enter into the Sourcing Event
2. Select 1) Design > Overview
3. Select the Team tab
4. There are 3 different roles that can be assigned to your team
   • For more information on team member roles, check out Team member roles
5. Type in the Team name in the Viewer, Editor, or Admin field and select the Team Name
6. Once you select the team, they will be added to this event.

Adding Team to Autonomous Sourcing Bot

1. Enter into Keelvar and select the Automation tab 
2. Select the Bots tab
3. Locate the Bot that team members need to be added to and select the 3 dots in the top corner of the Bot card.
4. From the dropdown list, select Manage users
5. There are 3 different roles that can be assigned to your team
   • For more information on team member roles, check out Bot user roles
6. Type in the Team name in the Bot owner, Standard user, or Restricted user field and select the Team Name
7. Once you select the team, they will be added to this Bot under the role that has been assigned to them.