Creating and renaming teams
Accurx admins can now create new teams and rename existing ones directly from the Team notifications settings page.
To create a new team:
Go to Settings > Workspace > Team notifications
Select + Create new team in the top right corner
Enter a name for your team and confirm
To rename an existing team:
Go to Settings > Workspace > Team notifications
Find the team you'd like to rename - you can use the Search by name bar to find it quickly
Select Rename next to the team
Enter the new name and confirm
Note: Only Accurx admins can create and rename teams.
Steps to Ensure Team Visibility
Close and Reopen Accurx Inbox/Desktop - After creating a new team, close your Accurx inbox or desktop application and reopen it. This refreshes the session and typically resolves any display issues. - Example: If you’ve set up the team in Accurx Desktop, reopening the app should update the Teams list automatically.
Turn On Team Notifications - Notifications may need to be enabled for the newly created team to make it appear or function as expected. - To do this, navigate to the team folder, turn on notifications, then close and reopen the inbox for the changes to take effect.
Troubleshooting if Teams Don’t Appear Immediately
If the steps above do not resolve the issue, try the following troubleshooting actions:
Log Out and Log Back In - Log out of Accurx Desktop completely, then log back in. This refreshes your session and often resolves team visibility issues.
Refresh the Assignment Dropdown - If the team is visible but not appearing as an assignable option (e.g., for questionnaire responses), open the team folder and turn on notifications. Then restart the Accurx toolbar and check the assignment dropdown again.
Double-Check Team Setup - Ensure that the team was created correctly and users or permissions have been configured as needed. Refer to the relevant Accurx guides for setting up and managing teams.
Where to Find New Teams
After following the steps above, newly created teams will appear under the “Teams” section in your Accurx Inbox. Depending on the specific configuration, the team might also appear as an assignable folder for tasks such as questionnaire responses.
Tip: Always refresh the interface (using the steps above) after creating a team to ensure visibility.
Related Topics
Adding and Managing Team Members
Configuring Notifications in Accurx
Resolving Common Team Setup Issues