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A team is a group of users who handle the same kind of work, such as the electrical team, the mechanical team, the utilities team or the night shift.

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Create a team

1

Start a new team

Click Teams in the left sidebar, then Add Team.
2

Fill in the details

  • Team Name (required)
  • Team Members (required): the users in this team
  • Team Description
3

Create

Click Create.
Create your users first so you can add them as members. A user can belong to more than one team.

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Where teams are used

  • Work orders: assign a job to a whole team with the Teams field.
  • Assets and locations: set a Responsible Team.
  • Meters: members of Responsible Teams can fill in readings.
  • Workflows: assign a team to each stage.

Users and roles

Create a work order