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Teams – how it works

This guide provides an overview of teams and how they are used in the system. It explains what a team is, how it is used, and how you manage users and locations in practice. It is intended for users who want to understand how teams work.

Written by Thim Smedbrant
Updated today

Common use cases

  • Group users within the organisation

  • Give multiple users access to the same locations

  • Simplify access management

  • Structure the organisation into smaller groups


Requirements

  • You are logged in to the system

  • You have administrator permissions to create and manage teams


What is a team?

A team is a group of users who share access to one or more locations.

Instead of assigning access to each user individually, you can:

  • add users to a team

  • assign locations to the team

All users in the team will then automatically get access to those locations.


Manage users in a team

You can add or remove users in a team.

Add users
Gives the user access to the team’s locations.

Remove users
Removes the user’s access to the team’s locations via the team.


Manage locations in a team

You can assign locations to a team.

Add locations
All users in the team get access to the location.

Remove locations
Users lose access to the location via the team.


Create and delete teams

Create team
Used when you want to build a new group of users.

Delete team
Removes the team and the connection between users and locations.

Note that deleting a team does not remove users or locations from the system.


Tips!

  • Use clear team names (e.g. region or department)

  • Use teams instead of individual permissions when possible

  • Plan your team structure before adding many users

  • You can always update users and locations later

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