Adding teams to the project

This article tells you how to add teams to a site.

What is a team?

A team is a group of individuals responsible for a specific task or project. Often a team consist of one contractor or a group of workers under a main contractor. It includes everyone involved in the work done in the work package. It is advisable to designate a specific person, such as a foreman or site manager, as the responsible party for task verification.

 

Adding teams

  1. Open the landing page of the site.
  2. Select Teams from the left side panel. 
  3. Select New team.
  4. Add a name, color, and crew leaders and members if they are known. Notice that crew leaders and member must be added to the site before they can be added to a team.
  5. Press Create.

💡 TIP: You can add the teams without knowing the contractor info. The information can be added later when the contractor has been chosen.

Adding users (site admin or viewer)

  1. Open the landing page of the site.
  2. Select Users from the left side panel.
  3. Select Invite user .
  4. Add the email address of the person you are adding.
  5. Choose the role for the person: Site admin or Site viewer.
  6. Press Invite.