Team Management
Administrators use Team in the sidebar to manage the people who appear in the current schedule. Adding a person here does not grant them app access.
Add people
- Microsoft 365 users: search the directory picker, select people, then choose Add. Already-added directory users are excluded from the picker.
- Manual people: enter a first and/or last name in the manual fields, then choose Add. A manual person is a planning entry, not a Microsoft 365 sign-in account.
If Add is unavailable, check your selection and available licence seats. Directory users can receive assignment notifications; manual entries do not provide a Microsoft 365 identity for delivery.
Groups and ordering
- Enable groups using the groups option on Team.
- Add a named group and organize members into it using the team list's drag-and-drop controls.
- Use the group up/down controls to change group order.
- Choose first name, last name or custom ordering for members; use drag-and-drop for custom order.
Move members out before deleting a group: only empty groups can be deleted. Groups organize the plan; they do not grant permissions.
Each person can open View in the schedule, select which groups to show and apply their choice. Show all groups restores the full view. Hiding a group does not delete its appointments or hide it from colleagues.
Synchronize Microsoft 365 names
Choose Sync Microsoft 365 names on Team after names have changed in your directory. Review the result: users may be updated, already current, unresolved or failed. Manual entries are not directory accounts. Contact your administrator if directory users cannot be resolved.
Archive, restore or permanently delete
Open the three-dot menu beside a person:
| Action | Effect | When to use it |
|---|---|---|
| Archive from schedule | Removes the person from the active plan without deleting their appointments | Someone leaves the team and you need to retain history |
| Restore to schedule | Returns an archived person to the active plan | Someone rejoins; an available licence seat is required |
| Delete permanently | Removes the person and their assignments from this schedule | You intentionally no longer need the person's planning data |
Archived people appear in the archived section on Team. Archived entries do not count as active licence usage; a person still active in another schedule continues to use a seat. Archiving does not change the person's app permission; manage access separately under Permissions.
Permanent deletion has no undo in the app. Appointments assigned only to this person are deleted. Shared appointments remain for their other assignees. Use Archive when you want to keep history.