When should I use this guide?
You want to add or remove users in a team
You want to add or remove locations in a team
You want to delete a team
Requirements
You are logged in to the system
A team already exists
You have administrator permissions
How to do it
In the app
Open a team
Go to Menu
Tap Teams
Select a team
Add users
Go to the Members tab
Tap the plus button
Search for an existing user or invite a new one
Select users
Tap Add users
Remove users
Go to the Members tab
Press and hold a user
Tap Remove member
Confirm
Add location
Go to the Locations tab
Tap the plus button
Select an existing location or create a new one
Confirm
Remove location
Go to the Locations tab
Press and hold the location
Tap Remove
Confirm
Delete team
Go to Teams
Press and hold the team
Tap Delete
Confirm
On the web
Open a team
Go to Teams
Click a team
Add users
Go to the Users tab
Click Add users
Select an existing user or create a new one
Confirm
Remove users
Go to the Users tab
Click the three dots next to the user
Select Remove
Confirm
Add location
Go to the Locations tab
Click Add location
Select a location
Confirm
Remove location
Go to the Locations tab
Click the three dots next to the location
Select Remove
Confirm
Delete team
Go to the Settings tab
Click Delete team
Confirm
If it doesn’t work
Make sure you have administrator permissions
Make sure the user or location exists in the system
Make sure you selected the correct team
Refresh the page or restart the app if changes are not visible
Tips!
A team can include multiple users and locations
Use teams to simplify access management
Deleting a team is permanent and cannot be undone