Teams let you group users together so you can assign work orders and routes to a group instead of managing individual assignments. When team membership changes, you only need to update the team – not every work order or route it's assigned to.
Every team has a name, at least one account, and at least one user. You can also configure a description, team leads, and availability for each day of the week. What a team can be assigned to depends on which accounts overlap between the team and your own assigned accounts.
Searching for teams
You can search for teams from the Team Search page, found by selecting the Teams tile from the Landing Page. The page includes a search input, an Active Only checkbox, and an account filter dropdown to narrow your results. Selecting any row in the results takes you to the Team Details page for that team.
Security Rights Required: View Teams
Creating a team
You can create a new team from the Team Search page. To create a team:
-
Select Create in the upper-right corner of the Team Search page.
-
On the Details tab, enter a Name (required, maximum 50 characters) and an optional Description (maximum 500 characters), then select Next. Team leads and availability can be configured on the Team Details page after the team is created.
-
On the Accounts tab, select at least one account to assign to the team, then select Next.
-
On the Users tab, select at least one user to assign to the team, then select Save. You can find more information on using the user picker in the Users section.
After your team is created, you're taken to the new team's Team Details page.
Security Rights Required: Create Teams
Viewing team details
All details for a team are visible on the Team Details page. You can open the Team Details page by selecting any row on the Team Search page. Each panel has an edit icon in its upper-right corner, visible only if you have the Edit Teams security right.
Security Rights Required: View Teams
Team details panel
The Team Details panel shows the team name as the page header, along with the team's description and team lead(s).
You can edit the team's details by selecting the edit icon in the upper-right corner of the Team Details panel. The edit modal includes fields for Active, Team Name, Description, and Team Leads. Team leads are selected from a multi-select dropdown limited to users currently assigned to the team, with a maximum of 5.
Security Rights Required: View Teams; Edit Teams
Users panel
The Users panel shows all users assigned to the team, including each user's name, email, and a count of open or in-progress work orders assigned to both that user and the team. If you have the View Work Orders security right, the count displays as a link to the Work Order Search pre-filtered by that team and user.
You can edit the team's assigned users by selecting the edit icon in the upper-right corner of the Users panel. The edit modal uses the same dual-panel picker used when assigning accounts to a user. You can filter available users by account and active status. For more information on how the picker works, see Users.
Security Rights Required: View Teams; Edit Teams
Availability panel
The Availability panel shows the team's availability for each day of the week (Sunday through Saturday), including start and end times. Days without configured availability display as "Unavailable." Times display in your local time zone.
You can edit the team's availability by selecting the edit icon in the upper-right corner of the Availability panel. The edit modal shows a section for each day of the week. Each day has an Available checkbox – when checked, both Start Time and End Time are required. When unchecked, the time fields are disabled.
Security Rights Required: View Teams; Edit Teams
Accounts panel
The Accounts panel shows all accounts assigned to the team, including each account's parent account.
You can edit the team's assigned accounts by selecting the edit icon in the upper-right corner of the Accounts panel. The edit modal uses the same dual-panel account picker used when assigning accounts to a user, including parent/child account selection behavior. At least one account must remain assigned to the team. For more information on how the account picker works, see Users.
Security Rights Required: View Teams; Edit Teams
Assigning teams to work orders and routes
You can assign one or more teams to a work order or route instead of – or in addition to – assigning individual users. A Teams multi-select dropdown is available when creating or editing work orders and routes. The dropdown shows only teams whose assigned accounts overlap with the accounts you have access to, and each team is displayed as its name followed by the team ID to distinguish teams that share the same name.
Team assignment and individual user assignment are independent. Assigning a work order to a team doesn't require a separate individual user assignment, and changes to team membership don't affect individual assignments on existing work orders. When you change a route's team assignment, those changes propagate automatically to all open and in-progress work orders on the route. Closed, canceled, and expired work orders aren't affected.
For more detail on assigning teams when working with work orders, see Work orders. For routes, see Routes.
Security Rights Required: View Teams