How to create and manage teams

A team is a way to group users for shared visibility and management. A team has members and can have one or more Admins. A Team Admin is a user who has been given admin rights over a specific Team.

For Managers, being a Team Admin gives visibility of supported items assigned to users in that team.

Teams are used across:

• Lone Working (alarm visibility, device assignment, Alarm Response Profiles)
• Audits (a Manager who is the admin of a team can see all audits assigned to users in their team)
• Tasks (a Manager who is the admin of a team can see all tasks assigned to users in their team)

Teams don't apply to Events. Visibility in Events is controlled through the collaborator concept instead.

How to create a team

1. Go to 'Admin' in the left sidebar.
2. Click 'Teams' in the top navigation.
3. Click 'New Team' in the top right.
4. Name the team.
5. Add members by searching for users and selecting them.
6. Click 'Save'.

How to assign a team admin

1. Open the team.
2. Find the user you want to make a team manager.
3. Toggle on the 'Admin' switch next to their name.
4. Click 'Save'.

How to add or remove team members

To add a member: open the team, click 'Add Member' at the bottom of the member list, search for the user, and select them.

To remove a member: open the team, click the three-dot menu (...) next to the user, and select 'Remove'.

How to delete a team

1. Go to 'Admin'.
2. Go to 'Teams'.
3. Click the three-dot menu (...) next to the team.
4. Select 'Remove'.