FAQs for "Team Settings"

FAQs for "Team Settings"

1. How do I access the team settings?
   A: Click on your profile picture or initials in the top right corner, then select "Team Settings" from the quick-start menu.

2. What can I customize in the team settings?
   A: You can customize module settings, team names, icons, and other aspects of your team’s setup.

3. How do I change the team name?
   A: Enter a new name in the "Team Name" field within the team settings and save the changes.

4. What are module settings in the team settings?
   A: Module settings allow you to enable or disable modules, rename them, and customize their features to fit organizational needs.

5. How do I enable or disable a module?
   A: In the module settings, toggle the option to show or hide a module in the sidebar.

6. Can I change the icon for a module?
   A: Yes, you can select a new icon from the available options in the module settings.

7. How do I save changes made in the team settings?
   A: After making changes, click "Save" to apply them. Clicking into the grey area on the left exits the panel without saving.

8. What happens if I don’t save my changes in the team settings?
   A: Unsaved changes will be lost when you exit the panel.

9. Can I customize the order of modules in the sidebar?
   A: No, you can choose which modules appear in the sidebar, but not their order.

10. How do I disable a module that is not being used?
    A: Go to the module settings, deselect the option to show it in the sidebar, and save the changes.

11. What should I do if a module is critical but not showing up?
    A: Check the module settings to ensure it is enabled. If it still does not appear, contact support.

12. Can I set up specific permissions for different modules?
    A: Permissions may be configured within the team settings or in a separate permissions section, depending on your system.

13. How do I enable e-signatures for approvals in certain modules?
    A: In the relevant module’s settings, enable the option for e-signatures if required for approvals.

14. Can I customize labels and fields within modules?
    A: Yes, many modules allow customization of labels and fields to align with your organization’s terminology.

15. How do I enable revision control for parts in the system?
    A: In the Part Manager module settings, enable revision control to lock/unlock parts and create BOM revisions.

16. What is the impact of enabling batch records in the inspection module?
    A: Enabling batch records increases traceability for individual samples but may add data entry for small batches.

17. How do I set up custom product labels in the system?
    A: Navigate to the relevant module and enable custom product labels. This may require an add-on purchase.

18. What should I consider when enabling serialization of lot numbers?
    A: Serialization automates lot numbers during inspections, which streamlines processes but requires careful configuration for accuracy.

19. How do I choose the barcode type for labels?
    A: Select the desired barcode type in the team settings, ensuring it is compatible with your scanners.

20. Can I create custom labels for specific fields?
    A: Yes, you can create custom labels for fields such as "Lot Serial #" or "Serial #" in the module settings.

21. What are the options for document approval in the team settings?
    A: You can enable e-signatures, change control reports, and set up a three-stage approval process.

22. How do I limit document visibility to certain users?
    A: In the document settings, restrict access to owners, subscribers, or specific employee groups.

23. Can I require e-signatures for specific actions in the system?
    A: Yes, you can require e-signatures for actions like sample approvals or inspection result approvals.

24. How do I queue PDF report generation in the system?
    A: In the module settings, enable the option to queue PDF report generation if immediate generation isn’t needed.

25. How do I ensure changes are applied across all modules?
    A: After customizing settings for each module, click "Save" to apply changes system-wide.