For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
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Renaming a team group in Snapdocs RON (formerly Pactima)
Renaming a team group in Snapdocs RON (formerly Pactima) is a common need, especially when there are changes within your team that necessitate a more relevant or updated group name. The process is designed to be user-friendly, allowing team administrators to quickly adjust group names to better reflect the team's current status or focus.
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1. **Access Your Account Settings:** Start by clicking on the "Account" button, which is located in the top right corner of the Snapdocs RON (formerly Pactima) interface. This is where you manage your personal and team settings.
2. **Navigate to Team Management:** In your account settings, look for and click on the "Team Management" card. This section is dedicated to managing various aspects of your team’s structure and members.
3. **Enter Internal Team Management:** Once on the Team Management page, select the "Internal Team Management" card. This will take you to the area where you can manage the settings of your internal team groups.
4. **Go to the Specific Group:** Locate the specific group you want to rename. You can find all your team groups listed in this section.
5. **Access Group Settings:** Next to the group name, you will see a button with three dots. Click on this button to open a dropdown menu with additional options for the group.
6. **Select Edit Group Name:** In the dropdown menu, choose the "Edit Group Name" option. This will open a model where you can enter a new name for the team group.
7. **Enter the New Group Name:** In the provided field, type in the new name for your team group. Ensure the name accurately reflects the group’s purpose or the new changes within the team.
8. **Confirm the Name Change:** After entering the new group name, click the "Confirm" button. This action will update the group’s name across the Snapdocs RON (formerly Pactima) platform.
By following these simple steps, you can efficiently rename a team group in Snapdocs RON (formerly Pactima). It's important to choose a group name that is reflective of the group's role, objectives, or the specific segment of the team it represents. This helps in maintaining clarity and organization within your team, ensuring everyone is aligned and aware of the group's focus.
