Manage Teams

What is a team?

Team is a concept used to group mobile and web users. It determines their access to workflows and dashboards/reports.

Filter, search, and view teams

Some information is available on the home page for teams. e.g. The list of teams available, their respective names, the total number of mobile+web users in the team and the hierarchy information. On the same page, there are options to search, create, download, view, archive or edit a team.

To filter team, use the attributes at the top of the page or use the “add filter” icon (left) to the search box.

To view a team, search for its name on the search box located on the top right and then click on the tab “More”. You will be able to see the team ID, Name, Hierarchy information, Details of mobile + web users, and Dashboards+workflows attached to the team.

Open

Create a team

1. Click on the plus (+) sign in the banner

2. Fill the required information

   1. Team Name

   2. Pick the mobile users that must belong to that team and confirm

   3. Pick the web users that must belong to that team and confirm

   4. Pick the workflows that must be accessible to the users in that team and confirm

   5. Pick the dashboards that must be visible to the users in that team and confirm

3. Click on 'create' to confirm the operation

Open

Edit a team

Select the team, and click on the edit icon at the far right of the line

Archive a team

Select the team, and click on the archive icon at the right of the line

Assign users to a team

When creating a team or editing a team, you can add or remove users from the team.

Assign multiple users to a team

To add several, mobile or web users, at the same time. Select the option “Assign mobile users” or “Assign web users” in the action panel, and upload the file as required by the template.

Download the list of teams

Click on the download arrow to get the list of all the teams with these information:

• Team unique ID

• Team Name

• Mobile User ID that belong to the team

• Mobile User names that belong to the team

• Web User ID that belong to the team

• Web User names that belong to the team

• Workflow ID that belong to the team

• Workflow name that belong to the team

• Actif. True if the team is not archived. False if the team is archived

Create multiple teams (bulk)

You can create multiple teams in one operation, by selecting “Bulk create team” in the menu. Upload the information as required by the template.

Edit multiple teams (bulk)

You can edit multiple teams in one operation, by selecting “Bulk edit team” in the menu. Upload the information as required by the template.

Archive multiple teams (bulk)

You can archive multiple teams in one operation, by selecting “Bulk archive team” in the menu. Upload the information as per the template.