To enable a user with the Manager - Team Create/Edit role, navigate to roles within the user detail page and enable Manager - Team Create/Edit. This will provide the user additional functionality that allows them to create/edit teams from the Manage Advisors & Teams tab in the Coach Workspace.
This role is based on the portalEnableMgrCreateTeam Tenant Configuration which if OFF by default. This configuration needs to be enabled to access the Team Create/Edit functionality.
This sketch cannot currently be displayed in exports
Role Setup
Navigate to the user that requires this permission, click on Roles. Then, select Manager - Team Create/Edit.
The Manager - Base Role must also be enabled to access this functionality
This sketch cannot currently be displayed in exports
Permissions
Here is an example of the functionality added where the Create Team option is now available as a result of enabling this Role.
This sketch cannot currently be displayed in exports