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Teams

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Each Organization can have one or more teams. This allows you to divide your organization into departments, units etc. If you work alone, you can use your personal team (which was automatically created for you on sign up). A team can have: members, templates, checklists and automations.

For example, a hotel can have the following teams: Front desk, Housekeeping, Maintenance, Marketing & Finance.

Viewing a Team

To view your teams, click on the Teams button from the main menu (on the left of each screen):

This will open the current team you are working on in the main section of the page.

Switching teams

If you wish to switch your work to a different team, follow the steps above to view a team and then, from the blue left section, click on the team you wish to switch to. You can then simply click on any of the main navigation buttons (left): Dashboard, Checklists, Templates and Automations.

Team Folders

Read about team folders

Rename Team

To change the name of a team, navigate to it and scroll down to the Adminstration section:

Make the changes you wish to and hit the Rename button to confirm the change.

Only team admins can make changes to the team name.

Managing Team members

Timezone

When the team is first created, it gets the organization’s timezone. The team timezone is important for all time related matters (e.g. setting of automations triggers).

You can always change the timezone of your team by visitng the team’s page and scrolling down to the administration section. Then, click on the drop down of the timezone selector:

You can then scroll up or down to choose your timezone or start typing and selecting from the autocomplete options.

Deleting a Team

To delete a team, navigate to it and scroll down to the Administration section. Then, click on the Delete Team button. You will get a confirmation dialog. Click on the Delete button to confirm.

Warning: Deleting a team will delete any dependant resources such as its checklists, templates and automations. This cannot be undone!


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