Learn how to create a team and manage users in your team

A Team is a group of users in the platform. Platform Admins can create teams based on departments, workstations, machines, or other categories. Some examples of teams:

Teams per Department

Production
Maintenance
Quality Control
Continuous Improvement

Teams per Workstation

Line 1
Line 2
Workstation 1
Workstation 2

Team per Machine

Palletizer
Brake Press
Printer

📚 For SwipeGuide: The roles assigned to users in a team dictate who can create, edit, share, and publish Guides across Workspaces.

One team can publish content on multiple workspaces
One workspace can have published content from multiple teams
Teams can copy guides for knowledge-sharing

🔗 Learn more about Team Organization Best Practices for SwipeGuide

🏅 For Smart Skills: Teams allow you to assign skills to entire groups of users. Admins and managers always view a skill matrix per team.

Assign skill profiles to entire teams or only certain job titles within a team
The selected skills will show up in that team's skill matrix
Users will see skills grouped by teams in their Smart Skills app

🔗 Learn more about Team Organization Best Practices for Smart Skills

Team Hierarchy

You can create a Team Hierarchy by using Sub-Teams. This allows you to match the team structure to that of your organizational structure.

When creating or editing a team: You can decide to have the team 'belong' to another team. This will create a sub-team that is grouped under an already existing team.

💡 Note the following Permissions:

Only Platform Admins can create new teams
You must be an Admin of a team to edit it
In the dropdown list under 'Belongs to team', you will only be able to select other teams you are an Admin of

The new team 'Amsterdam Quality Control - Line 14' is now a sub-team under the team 'Amsterdam Quality Control'

Create a Team or Sub-Team

1. Create New Team

Click User Management in the main menu
Select Teams
Click the "+" button to add a new Team
Enter the Team Name
(Optional) To create a Sub-Team, select the Team to which it should belong
Click NEXT

2. Add Users

Add users to your team by adding their name, role, and (optional) job title
Remove users from the team by clicking the trash bin icon next to their name
Click NEXT

3. Set Guide Approval

If you are creating this team for Smart Skills only, you can skip this section.

(Optional) Activate Guide Approval and assign Approvers
Click NEXT

4. Set Notifications

If you are creating this team for Smart Skills only, you can skip this section.

Select who should receive guide-related email notifications
- Everyone on the team: all users will receive notifications
- Team members working on the guide:
  - Feedback will only be sent to the guide assignee
  - Approval workflow notifications will only be sent to the guide assignee, the approver(s), and the approval requestor
If you activated Guide Approval, you can also set up a reminder cycle for guide review. Select one of the timeframes in the dropdown to set how often you'd like to review the guides assigned to this team.
Click NEXT

5. Connect Team to Workspace

Choose the Workspace(s) this team should have access to
Click SAVE

Your team is now created!

Add Users to Existing Team

Click User Management in the main menu
Select Teams
Click on the Team you want to manage
Go to the Users tab
Click Add another user
Tip: If you can't see this button, zoom out or scroll down
Select the User from the drop-down list
Tip: Type the name of the user to easily find the account in the list
Select the Role the user should have in this Team
(Optional) Select the Job Title the user should have in this Team
Click ADD TO TEAM

Remove Users from a Team

Click User Management in the main menu
Select Teams
Click on the Team you want to manage
Go to the Users tab
Click the 'X' icon next to their name to remove the user from this team

SwipeGuide: Creating & Managing Teams 🧑‍🤝‍🧑