Click here to view our "Team Manager" Video
A Team represents a physical site or location within a multi-site organization, not a department or functional group. Assigning users to a Team determines which site(s) they can access in the system. For example, each facility or office would be a separate Team, while departments like HR or Quality Assurance are managed through departments and employee groups, not Teams.
Step #1
Click here to reveal the "Users & Teams" sub-menu.
Step #2
Click here to add a new "Team".
Step #3
Click "Create Team".
Step #4
Enter the "Team Name".
Step #5
Choose whether this team is active or inactive at the moment.
Step #6
Enter the order number start. Here - you can choose specific numbers that will be added to the beginning of order numbers when this team is associated. For example, if you choose the number 3 for the Toronto team. Any order that is associated with the Toronto team will have the number 3 at the beginning of their order number.
Step #7
Click "Create Team".
Note: Users are assigned to teams in the User Manager module. See the knowledge base article here.