FAQs for "Adding A New Team"
1. What is a Team in the Isolocity system?
A: 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.
2. How do I begin adding a new Team in the Isolocity system?
A: To start, log in to the Isolocity system, navigate to the "Users & Teams" sub-menu, and click on "Add a New Team."
3. What steps are involved in creating a new Team?
A: The steps include:
Navigate to the "Users & Teams" sub-menu.
Click on "Team Manager."
Click on "Create Team."
Enter the Team Name.
Choose whether the team is Active or Inactive.
Enter the Order Number Start (if applicable).
Click "Create Team" to finalize the process.
4. What information is required to create a Team?
A: 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.
5. Can I activate or deactivate a Team after it has been created?
A: 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.
6. How do I enter the "Order Number Start" when creating a Team?
A: 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.
7. What should I consider when naming a Team?
A: 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.
8. How do I finalize the creation of a Team?
A: After entering all required information and deciding on the activation status, click "Create Team" to save and finalize the new team in the system.
9. What happens if I need to edit a Team after it’s been created?
A: 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. Be sure to save updates to apply them.
10. Can I delete a Team once it has been created?
A: No, teams cannot be deleted. However, you can make them Inactive by going to "Team Manager," selecting the correct team, and marking it as inactive.
11. Why might I choose to leave a Team inactive?
A: Leaving a Team inactive allows you to set up the team without immediately using it. This can be useful for future planning or if the team is not yet ready to be activated.
12. How do I assign users to a Team after it has been created?
A: Users can be assigned to a team by editing the team settings and adding the relevant users. This ensures all members are grouped correctly for their tasks.
13. What is the role of a Team in managing users within the Isolocity system?
A: Teams are essentially in separate databases and are particularly useful for multi-site organizations.
14. How do I ensure that a Team’s settings align with the organization’s needs?
A: Review the team’s settings regularly, including activation status and order number configuration, to ensure they align with the team’s role and organizational needs.