Work teams

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Work teams allow users to be grouped and assigned together to work orders, avoiding the need to incorporate them individually.

A single user can be part of several work teams at the same time.

Create a work team

  1. Go to Users > Work Teams .
  1. Select Create .
  1. Complete the team name.
  1. Incorporate the users who will be part of the team.
  1. Save the record.

[IMAGE: Settings > Work Teams screen showing the list and the Create option]

Complete the team details

Name

Enter a name that identifies the work team.

Assigned users

Use the + icon on the grid to add users who will be part of the team.

It is possible to add multiple users within the same work team.

[IMAGE: Team form showing Name, Assigned Users and the + icon]

Edit team members

To modify the composition of an existing team:

  1. Go to Users > Work Teams .
  1. Select Edit on the corresponding device.
  1. Use the + icon to add new users or the Delete option to remove members.
  1. Select Save changes .

📌 The same user can belong to different work teams simultaneously.

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