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User manual - Teams

Learn how teams connect users to places and how to find and manage teams in Infobric Equipment on the web and in the app.

Written by Thim Smedbrant

Common uses

  • Group users who need access to the same places.

  • Manage access to places for multiple users in one place.

  • Organise users by region, department or work group, for example.

  • Update access by adding or removing users and places from the team.


Prerequisites

  • You use Infobric Equipment on the web or in the app.

  • You are an Admin. This is required for the team actions described here, both in the app and on the web.


Get started

On the web

  1. Log in to Infobric Equipment on the web.

  2. Go to Admin → Users → Teams.

  3. The page that opens is called Teams. Here you can search for an existing team or select Create team.

  4. Open a team to see the Settings, Users and Places tabs.

In the app

  1. Open the Equipment app.

  2. Tap Menu at the bottom right.

  3. Tap Teams.

  4. To create a new team, tap the plus sign at the bottom right.

  5. Open an existing team to see the Members and Places tabs.


What you can do in Teams

A team connects users to places. Users get access to the places connected to the team. A team without any connected places therefore does not give users access to any places.

On the web

Find and open teams. On the Teams page, you can search in Search teams... and open a team from the list. The list shows the team's name and users.

Create teams. Select Create team to create a new team. Enter a name and select users if you want to add them straight away. You can also create the team without users and add them later. Places are connected after the team has been created, from the Places tab.

Manage users. The Users tab shows which users belong to the team. Select Add users to select an existing user, or Create company user to create a new user. When you remove a user, they lose access to the team's places through the team.

Manage places. The Places tab shows which places are connected to the team. Select Add place to connect a place. If the team has no connected places, users do not get access to any places through the team.

Edit or delete the team. On the Settings tab, you can select Edit to change the team's name or Delete to delete the team.

In the app

Create teams. Go to Menu → Teams and tap the plus sign at the bottom right to create a new team.

Open a team. Under Teams, you can see the team list. Tap a team to open it.

View members and places. An open team has the Members and Places tabs.

Add users or places. Use the plus sign at the bottom right from the Members or Places tab.

Remove a member. Press and hold the member and select Remove member. When a user is removed, they lose access to the team's places through the team.

Remove a place. Press and hold the place and select Remove member.

Delete the team. Press and hold the team in the team list and tap Delete.

To delete a team, you must first remove its users and linked places. Deleting the team is permanent. The users and places remain in Equipment.


Tips!

  • Give teams clear names, for example by region, department or work group.

  • Create teams based on which users need access to the same places.

  • Check the Places tab if users in a team do not have access to places.

  • You can add and remove users and places later.

  • On the web, the navigation and page use Teams, while some buttons use team, for example Create team.

  • In the app, the menu option is called Teams.

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