Manage Teams

This mechanism helps you manage your teams more efficiently. You can give your Technician the ability to view other Technician’s work orders without making them an administrator in the system. This is what we call a Team Lead.


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. Manage Teams

    4. Assign the Work Group to the Lead Technician.
    5. Assign the Work Group