Teams

Created by Kenneth Abad, Modified on Thu, 11 Jan 2024 at 10:10 AM by Kenneth Abad


   Table of Contents



Creating a Team:


Selecting the '+' button at the top of the Teams page will bring up the Add Team modal.

The team name is the only required field in the modal.


The team name is what populates in the Users list when assigning any job/asset. 


Anytime the team is assigned, and an automated email is sent out, it will go to the email input to the email field. 


The Members field is where you fill in the team with all of the users on the team. 

You can open the dropdown and select any user that is active. 


There is no limit to the amount of teams that a user can be a part of.



Once a team has been created, the teams can be made a default team, or 'View Details' by accessing the context menu in the 'More' column of the Teams page.


Default Teams has the same function as the default user for your company and will replace the default user if you have one selected.


Selecting 'View Details' will bring up the Team Details page.

This page allows you to view what users are on the team, and what teams this team is a part of. 


Deleting Teams:


The context menu at the top allows you to delete the team. Anything that the team has been assigned to will need to be reassigned to a new user or team.











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