Managing Teams and Business Applications in ATA

Once your organization structure is set up, the next step is to create teams, assign members, and manage business applications. This section will guide you through the process of organizing your teams, assigning users, and setting up business applications within ATA.

🔹 Creating Teams and Adding Members

Teams are the core units where day-to-day collaboration happens. Each team is assigned to a department and can have users with various roles. Follow these steps to create teams and assign members.

To create a team:

1. Go to the Teams tab in the Company Settings.
2. Click on the Add Team button.
3. On the team creation page, fill out the following form:
   • Department: Use the dropdown to select the department this team belongs to. Only previously created departments will appear.
   • Team Name: Give your team a clear and recognizable name. This name will be visible throughout the system.
   • Team Alias: A shorter version of the team name, used for quick identification where full names are too long.
   • Description: Briefly describe what this team does or what its responsibilities are.
   • Notify Users: There is a checkbox to send notifications to team members when they are added. Check this if you want ATA to alert them automatically.
   • Team Members: Use the dropdown to select one or more users to be part of the team. All users added to the system will appear here.
   • Team Leads: After selecting the team members, you can choose one or more team leads from the list. Only selected team members will appear in this list.
4. Once you’ve completed the fields, click Save to create the team.

🔹 Adding Users to Departments and Teams

After creating your teams, the next step is to add users and assign them to the relevant departments and teams. Here’s how you can add users:

To add a user:

1. Navigate to the Users tab in the Company Settings.
2. Click on the Add User button located in the top-right corner.
3. On the user creation form, provide the following information:
   • First Name: Enter the user’s first name.
   • Last Name: Enter the user’s last name.
   • Email ID: Provide the user’s valid email address.
   • Department: Select the relevant department from the dropdown.
   • Role: Assign a role that defines the user’s access permissions.
   • Team: Assign the user to a team from the dropdown.
4. After filling in the required details, click Save to add the user.
5. The user will appear as an Invited User in the system. An invitation email will be sent to them. Once they accept the invitation and complete their setup, their status will change to Active User.

🔹 Creating Business Applications

A Business Application in ATA functions like a project, and each team can manage multiple business applications. These applications help manage the workflow and tasks specific to a project.

To create a business application:

1. Navigate to the Business Applications tab.
2. Click on the Add Business Application button.
3. You will be redirected to the business application creation page, which consists of multiple tabs:
   • General Info:
     • Business Application Title: Enter a descriptive title for your application.
     • Description: Provide a brief explanation of the application’s purpose.
     • Department: Select the department this business application will belong to.
     • Teams: Choose the team that will manage the application.
4. Configure End-to-End (E2E) Testing: ATA offers built-in support for end-to-end testing. Before starting tests, configure the testing environment by selecting:
   • Technical Specifications: Select the tech stack(s) being used (JavaScript, Python, Java, Go, C#, Ruby, etc.). This is a multi-select dropdown.
   • Testing Frameworks: Choose the relevant frameworks (JEST, Selenium, Cypress, or others). This is also a multi-select dropdown.
5. After completing these configurations, click Save and Close.

Your business application is now ready to manage tasks, development, and testing activities seamlessly within ATA.

Summary

Managing teams and business applications in ATA helps organize and streamline the collaborative processes within your organization. By creating teams and assigning members to specific departments, roles, and projects, you ensure that all tasks and responsibilities are clearly defined. With the business application setup, teams can manage projects more effectively and make use of testing and development tools provided by ATA.

Once teams are in place and business applications are created, your organization will be well-positioned to manage workflows efficiently, collaborate on projects, and achieve business goals.