Manage Teams

This mechanism helps you manage your teams more efficiently. You can give your technicians the ability to view other technicians’ work orders without making them administrators in the system, making them Team Leads instead.

Follow these steps to create a Team Lead.

1. Create your own Work Group. (From the left panel, go to Settings=>Manage Lists=> Work Groups)


2. Assign all the Technicians in the team to a Work Group. (From the left panel, go to Settings=>Manage Users)





3. Assign the Work Group to the Lead Technician.