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
- Open the landing page of the site.
- Select Teams from the left side panel.
- Select New team.
- 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.
- 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)
- Open the landing page of the site.
- Select Users from the left side panel.
- Select Invite user .
- Add the email address of the person you are adding.
- Choose the role for the person: Site admin or Site viewer.
- Press Invite.