When should I use this guide?
You want to rename an existing team.
You want to add or remove users and places.
You want to create or invite a user while managing a team.
You want to delete a team.
Requirements
You are logged in to Infobric Equipment on the web or in the app.
You are an Admin in the company (company administrator).
The team you want to manage already exists.
How to do it
In the app
Open the team
Tap Menu in the bottom right.
Tap Teams.
Tap the team you want to manage.
Follow the steps under On the web if you want to rename the team.
Add an existing user
Open the Members tab.
Tap the plus icon in the bottom right.
Tap the user.
Tap Add user.
Invite a new colleague
Open the Members tab.
Tap the plus icon in the bottom right.
Tap the plus icon again.
Select Invite colleague.
Enter your colleague's email address in Email or mobile number in Phone.
Fill in or check First name and Last name.
Choose whether the colleague should be a Company administrator.
Tap Invite user.
If the app asks Is this email correct?, check the address and tap OK if it is correct. Select Cancel if you need to change it.
Select the new colleague when you return to the user list.
Tap Add user.
The colleague is first invited to the company. The last two steps add the colleague to the team.
Remove a user
Open the Members tab.
Press and hold the user.
Tap Remove member.
The Remove member dialog asks whether you want to remove the user from the team.
Tap Confirm. Select Cancel if you do not want to remove the user.
Only the link to the team is removed. The user remains in the company but loses the access to the team's places granted through this team. Access through other teams, direct links to places or company administrator permissions may remain.
Add an existing place
Open the Places tab.
Tap the plus icon in the bottom right.
Tap the place. It is added to the team immediately.
Create a new place
Open the Places tab.
Tap the plus icon in the bottom right.
Tap the plus icon again.
Select the type of place.
Enter the place's name in Name.
Tap Create.
Tap the new place in the list to add it to the team.
Remove a place
Open the Places tab.
Press and hold the place.
Tap Remove member.
The Remove member dialog asks whether you want to remove the place from the team.
Tap Confirm. Select Cancel if you do not want to remove the place.
Only the place's link to the team is removed. The place remains in Equipment, but the team's users no longer gain access to it through this team. Other access to the place is unaffected.
Delete the team
First remove the team's users and linked places by following the steps above. This is required for company administrators.
Return to the Teams list.
Press and hold the team.
Tap Delete.
Tap Delete in the confirmation dialog. Select Cancel if you want to keep the team.
Deleting the team is permanent. The users and places are not deleted.
On the web
Open the team
Go to Admin → Users → Teams.
Click the team you want to manage on the Teams page.
Rename the team
Open the Settings tab.
Click Edit.
Change the team's name in Name.
Click Save.
Add an existing user
Open the Users tab.
Click Add users.
Select the user in Select users.
Click Add users.
Create a new company user
Open the Users tab.
Click Add users.
Click Create company user in the Add users dialog.
Fill in First name and Last name.
Enter Email or Mobile number. You can fill in both, but at least one is required.
Click Create company user. Select Cancel if you do not want to save.
Click Add users when you return to the dialog with the new user selected.
The user is first created in the company. The last step adds the user to the team.
Remove a user
Open the Users tab.
Open the three-dot menu (More actions) next to the user.
Select Remove.
Check that the removal dialog shows the correct user and team.
Click Confirm. Select Cancel if you do not want to remove the user.
Only the link to the team is removed. The user remains in the company but loses the access to the team's places granted through this team. Access through other teams, direct links to places or company administrator permissions may remain.
Add a place
Open the Places tab.
Click Add place.
Search for the place in Search places... and select it.
Click Add place.
Remove a place
Open the Places tab.
Open the three-dot menu (More actions) next to the place.
Select Remove.
Check that the removal dialog shows the correct place and team.
Click Confirm. Select Cancel if you do not want to remove the place.
Only the place's link to the team is removed. The place remains in Equipment, but the team's users no longer gain access to it through this team. Other access to the place is unaffected.
Delete the team
First remove the team's users and linked places by following the steps above. This is required for company administrators.
Open the Settings tab.
Go to the Delete team section.
Click Delete.
The Delete team dialog asks whether you want to delete the team.
Click Confirm. Select Cancel if you want to keep the team.
Deleting the team is permanent. The users and places are not deleted.
If it does not work
You lack permissions: Check that you are a company administrator and have opened the correct team.
The user has not been added: Select a user and finish with Add user in the app or Add users on the web. Creating or inviting a user to the company does not automatically add them to the team.
The form cannot be saved: Fill in the first and last name and a valid email address or mobile number. When creating a place in the app, you must select a type and fill in Name.
The colleague already exists in the company: Select the person as an existing user instead of inviting them again.
The team cannot be deleted: Remove all users and place links from the team first. On the web, hover over the inactive Delete button to see what remains to be done.
Tips!
Check which places are linked to the team before removing a user. The user loses access to those places through the team.
A team without linked places does not give its users access to any places.
Removing a user or place from a team does not delete the user or place. Deleting the team itself is permanent.