Teams and Sites

Teams and Sites

On the left navigation, select  Configuration > Users > Teams 
 

Teams are useful for the following reasons:

  • Sort your field workers into groups. 
  • It can limit the number of templates available to users in each team. 
  • A shortcut to a Job template can be added to the Mobile App for users in a team. 
  • Filter standard reports to teams.
  • Filter on Job Search by teams.
  • Assigning jobs you can create a filter for teams.
  • If you're adding a job you can search employees by teams. 
  • Users can assign jobs to other members on the team.

To set up Teams

  • On the bottom of the page click the +Add New Team button.

 

 

 

  • Create a Team Name
  • Select the Quick Template (Optional) this will create a shortcut to the template for the team on their mobile devices. 
  • Move Employees from the Available Employees list to the Assigned Employees to create team members.
  • Select the tab Templates
  • Move templates under the Available Templates list to the Assigned Templates list. The team will be able to create jobs on mobile devices with these templates.
  • To create the Team, click OK. 

 

Note: Users can be assigned to multiple teams and will only have access to templates assigned to their teams. 

Delete a Team

On the main Team page, a list of all teams is visible including information on Quick Templates, Number of templates available to the team and number of employees in the team.  

  • On the right of each Team name, there is a Bin icon. Click the Bin icon.
  • Select Yes to the confirmation message.

Sites

On the left navigation, select  Configuration > Users > Sites 

 

Sites are a way to filter your users by location and you can also report on the number of jobs at each site.  

To set up a Site

  • On the bottom of the page click the +Add New Site button.

 

 

  • Create a Site Name
  • Move Employees from the Available Employees list to the Assigned Employees to create site members.
  • To create the Site, click OK. 

 

To delete a Site

On the main site page, a list of all Sites is visible including information on a number of users at each site.   

  • On the right of each Site name, there is a Bin icon. Click the Bin icon.
  • Select Yes to the confirmation message.

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