Managing Teams

Add and remove teams from the default list provided in Shield. Rename teams as needed to reflect those used in the organization.

Changing a Team Name and Team Membership

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Navigate to the Planning Component.
  3. Select the “Response” module from the list on the left.
  4. Pick the Team you wish to edit and click the arrow to its right.
  5. Click “Edit this Team”.
  6. A window will open where you can modify the team name and membership:
    • To change the team name, type the new name in the text box at the top.  Click “Save” at the bottom when all edits are complete.
    • Change the team membership by clicking the “+” to add a member, or the garbage can to delete a member.
    • To change the role of the member, click the edit icon and select the appropriate role (Team Leader, Alternate Team Leader or Team Member).  Click “Save”

 Removing Teams

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Navigate to the Planning Component.
  3. Select the “Response” module from the list on the left.
  4. Choose the Team you wish to edit and click the arrow to the right of the team.
  5. Select “Delete This Team”.
  6. Click “Yes” when asked “Are you sure you want to delete the team XXX?”.

Adding a New Team

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Navigate to the Planning Component.
  3. Select the “Response” module from the list on the left.
  4. Click on “Team”.
  5. Choose “Add Team” from the fly out menu by clicking on the arrow to the right. The new team appears as “New Team” in the left hand pane with a number assigned to it. You can rename and modify it as desired.

Adding a Section to a Team

Adding a section to a team allows you to write content not addressed by the template content provided. This is one way to tailor the plan to suit the needs of your organization.

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Navigate to the Planning Component.
  3. Select the “Response” module from the list on the left.
  4. Click on “Team”.
  5. Pick the team you wish to add a plan section to.
  6. Navigate to the arrow at the right of the Team name, and select “+ Add Subsection”.
  7. The new section appears in the menu on the left below the selected Team, titled “New Section Heading”.
  8. Click the drop-down arrow the right of this new section and select “Edit this Section” from the options.
  9. Edit the section as desired.
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