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:
- Production
- Maintenance
- Quality Control
- Continuous Improvement
Teams per Workstation
- Line 1
- Line 2
- Workstation 1
- Workstation 2
Team per Machine
- Palletizer
- Brake Press
- Printer
π 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
π Learn more about Team Organization Best Practices for SwipeGuide
π 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
π 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.
π‘ Note the following Permissions:
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Only Platform Admins can create new teams
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You must be an Admin of a team to edit it
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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
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Click User Management in the main menu
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Select Teams
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Click the "+" button to add a new Team
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Enter the Team Name
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(Optional) To create a Sub-Team, select the Team to which it should belong
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Click NEXT
2. Add Users
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Add users to your team by adding their name, role, and (optional) job title
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Remove users from the team by clicking the trash bin icon next to their name
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Click NEXT
3. Set Guide Approval
If you are creating this team for Smart Skills only, you can skip this section.
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(Optional) Activate Guide Approval and assign Approvers
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Click NEXT
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4. Set Notifications
If you are creating this team for Smart Skills only, you can skip this section.
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Select who should receive guide-related email notifications
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Everyone on the team: all users will receive notifications
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Team members working on the guide:
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Feedback will only be sent to the guide assignee
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Approval workflow notifications will only be sent to the guide assignee, the approver(s), and the approval requestor
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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.
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Click NEXT
5. Connect Team to Workspace
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Choose the Workspace(s) this team should have access to
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Click SAVE
Your team is now created!
Add Users to Existing Team
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Click User Management in the main menu
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Select Teams
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Click on the Team you want to manage
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Go to the Users tab
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Click Add another user
βTip: If you can't see this button, zoom out or scroll down -
Select the User from the drop-down list
βTip: Type the name of the user to easily find the account in the list -
Select the Role the user should have in this Team
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(Optional) Select the Job Title the user should have in this Team
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Click ADD TO TEAM
Remove Users from a Team
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Click User Management in the main menu
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Select Teams
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Click on the Team you want to manage
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Go to the Users tab
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Click the 'X' icon next to their name to remove the user from this team