1. What is a Team in the Isolocity system?

    • A Team in the Isolocity system is a group of users organized under a common team name, allowing for efficient management of users and their roles within the organization(Adding A New Team).

  2. How do I begin adding a new Team in the Isolocity system?

    • To start, log in to the Isolocity system, navigate to the "Users & Teams" sub-menu, and click on "Add a New Team"(Adding A New Team).

  3. What steps are involved in creating a new Team?

    • The steps include:

      1. Navigate to the "Users & Teams" sub-menu.

      2. Click on "Team Manger."

      3. Click on Create Team

      4. Enter the "Team Name."

      5. Choose whether the team is active or inactive.

      6. Enter the order number start (if applicable).

      7. Click "Create Team" to finalize the process(Adding A New Team).

  4. What information is required to create a Team?

    • You need to provide a "Team Name," decide if the team is active or inactive, and optionally enter an order number start to organize the team’s operations(Adding A New Team).

  5. Can I activate or deactivate a Team after it has been created?

    • Yes, you can change the activation status of a team at any time by editing the team settings. This allows you to manage when and how teams are used within the system(Adding A New Team).

  6. How do I enter the "Order Number Start" when creating a team?

    • The "Order Number Start" is an optional field where you can enter the starting number for order-related tasks associated with the team. This helps in organizing team-specific operations(Adding A New Team).

  7. What should I consider when naming a Team?

    • The Team Name should be clear and indicative of the team’s function or department, making it easier to manage and identify teams within the organization(Adding A New Team).

  8. How do I finalize the creation of a Team?

    • After entering all required information and deciding on the activation status, click "Create Team" to save and finalize the new team in the system(Adding A New Team).

  9. What happens if I need to edit a Team after it’s been created?

    • You can edit the Team’s name, activation status, or other settings by navigating back to the team’s configuration and making the necessary changes. Ensure to save any updates to apply them(Adding A New Team).

  10. Can I delete a Team once it has been created?

    • You can not delete a Team, but you are able to make it Inactive.First you would click on “Team Manger” and then select the correct Team from the list view. When the page for the Team opens, you can then make that specific team “Inactive”

  11. Why might I choose to leave a Team inactive?

    • Leaving a Team inactive allows you to set up the team without immediately using it, which can be useful for future planning or if the team is not yet ready to be activated(Adding A New Team).

  12. How do I assign users to a Team after it has been created?

    • Users can be assigned to a team by editing the team settings and adding the relevant users to the team. This ensures that all team members are grouped correctly for their tasks(Adding A New Team).

  13. What is the role of a Team in managing users within the Isolocity system?

    • Teams are basically in separate databases, and are useful for multisite Organizations

  14. How do I ensure that a Team’s settings align with the organization’s needs?

    • Review the team’s settings regularly, including activation status and order number configuration, to ensure they align with the team’s role and the organization’s operational needs(Adding A New Team).