Use Team Settings through 4 how-to topics, including opening Team Settings, renaming a team, reviewing member permissions, and transferring or dissolving a team; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Team Settings | Free |
| 2 | 2. Rename a Team | Free |
| 3 | 3. Review Member Management and Permissions | Free |
| 4 | 4. Transfer or Dissolve a Team | Free |
How-to Guide
1. Open Team Settings
Entry path: Team Documents → target team folder → Team Settings → Team Settings
- Open the WPS client.
- Click Team Documents in the left navigation pane on the home page.
- Right-click the target team folder name.
- Select Team Settings → Team Settings from the shortcut menu.
Success Criteria
- Interface result: The Team Settings area opens.
- Next action available: You can see items such as team name, member management, transfer team, and dissolve team.
Tips While Using
- Common mistake: If you right-click the wrong item, a different menu may open. Make sure the target team folder is selected.
- Environment note: Your account must already be part of the target team and able to access Team Documents.
2. Rename a Team
Entry path: Team Settings → Team Name
- Open Team Settings first.
- Find Team Name in the settings area.
- Click the edit option.
- Enter the new team name.
- Click Save or OK to apply the change.
Success Criteria
- Interface result: The team name is updated to the new name.
- Next action available: You can return to Team Documents and continue using the team.
Tips While Using
- Common mistake: If you enter a new name but do not click Save or OK, the change will not be applied.
- Permission note: Regular members usually cannot change team settings.
3. Review Member Management and Permissions
Entry path: Team Settings → Member Management
- Open the Team Settings page.
- Click the view option in Member Management.
- Browse the member list.
- Review each member's team document permissions.
Success Criteria
- Interface result: The member list and related permission information are visible.
- Next action available: You can continue checking the team's collaboration permission setup.
Tips While Using
- Common mistake: Do not assume this entry is for directly editing permissions; the described action here focuses on reviewing each member's permissions.
- Environment note: You must be able to access the target team's settings page.
4. Transfer or Dissolve a Team
Entry path: Team Settings → Transfer Team / Dissolve Team
- Open the Team Settings page.
- If you need to hand over management, click Transfer Team.
- Follow the on-screen prompts to transfer team ownership.
- If you need to close the team, click Dissolve Team.
- After confirmation, members will no longer be able to access the team, and related files will move to the management backend.
- Click Save or OK to complete the action.
Success Criteria
- Interface result: The transfer or dissolve action is completed and takes effect.
- Next action available: After transfer, the new owner can continue management; after dissolution, the original team is no longer accessible.
Tips While Using
- Common mistake: Dissolving a team without confirming the impact may interrupt later access for team members.
- Permission note: Transfer Team requires the current team owner.
- Environment note: After dissolution, members lose access, so confirm file handling arrangements first.