Team Management on Console

Team cannot be across the Organisation, Teams stay in Tenant.

In general, Team settings are not changed from how it was on Manager; only the navigation is different. In this article, we will show how to navigate around Console for team management

1. Create/deactivate a Team
2. Update Team details such as Name, Description, etc
3. Add Users into Team
4. Add Work Templates into Team
5. Add Locations into Team

How to create/deactivate a Team?

To create a team, navigate to the Tenant where you want to set up the Team:

1. Navigate to Teams 
2. Click on the Create to add a new Team
3. Add the required details and click on the tick icon to confirm to create a new Team
4. Prior to saving, you can also add Users, Work Templates, Locations into the Team
   • User: users in the team as normal members or supervisors
   • Work: Work templates and Trip templates
   • Location: Add individual location or Location type

To deactivate a team, stay on the Teams page:

1. Click on the 3 dots on the selected Team 
2. Select Deactivate

How to update a Team?

To update a team, navigate to the Tenant where you want to set up the Team:

1. Navigate to Teams 
2. Click on the Team you want to manage
3. On the fly-out menu on the right, click on the edit icon
4. On the edit page, you can update team name/description; users; locations and work templates 
5. Click on the tick icon to save the changes

How to add user into a Team?

To update a team, navigate to the Tenant where you want to set up the Team:

1. Navigate to Teams 
2. Click on the Team you want to manage
3. On the fly-out menu on the right, click on the edit icon
4. On the edit page, navigate to the User tab
5. Use the Search box to search for the users corresponding to the role in the team: Supervisor or Members
6. Click on the + icon (as circled in red) to confirm adding the user into the team

 

7. Click on the tick icon to save the changes

How to add Templates into a Team?

To update a team, navigate to the Tenant where you want to set up the Team:

1. Navigate to Teams 
2. Click on the Team you want to manage
3. On the fly-out menu on the right, click on the edit icon
4. On the edit page, navigate to the Work tab
5. Use the Search box to search for the Work Templates or the Trip Template
6. Click on the + icon (as circled in red) to confirm adding the Templates into the team
7. Click on the tick icon to save the changes

How to add Locations into a Team?

To update a team, navigate to the Tenant where you want to set up the Team:

1. Navigate to Teams 
2. Click on the Team you want to manage
3. On the fly-out menu on the right, click on the edit icon
4. On the edit page, navigate to the Location tab
5. Use the Search box to search for the Location r Location Type
6. Click on the + icon (as circled in red) to confirm adding the Location into the team
7. Click on the tick icon to save the changes