Set Team Defaults

SECURITY  Full Access users only

NAVIGATION   > Team Defaults

If you create a lot of Workplace teams, you know that it can involve recreating the same settings over and over again. This page allows you to set up a default policy profile and also default field values that will be automatically applied every time you create a new team. You can always customize these settings for individual teams, but using this page to create policy profile and data entry baselines will save you an enormous amount of time.

This page is comprised of two tabs: Policies and Team Defaults. The selections you make on the Policies tab will serve as the default policy profile for all new end user Workplace teams that you create.

How to...