Adding A New Team

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.