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Create Your Team
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Knowledgebase Onboarding Create Your Team

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Introduction to Create Your Team

  Step 2 of Onboarding: Create Your Team allows you to effectively organize and manage your company's workforce. First, you can create teams by naming them, assigning colors for identification, and designating whether they are dispatchable, helping to structure your organization based on function and visibility needs. Next, the Edit User Roles feature allows you to assign specific permissions and notifications for each role, tailoring the access and capabilities of each team member according to their responsibilities, ensuring a clear and efficient hierarchy. Lastly, the Add Team Members section lets you input individual user details, assign them to teams, and define their roles, ensuring all team members are aligned with their respective duties within the organization. Together, these ste...

Create Teams

  Here you can begin building your company's team structure by adding new teams. Each team can be customized with a name, assigned a color for easy identification, and designated as dispatchable or non-dispatchable based on their function. You can also set the order of teams to reflect your operational priorities, with lower-order teams appearing at the top for more visibility. This allows for streamlined management and clear oversight of your company’s organizational structure.     Prerequisites: Account owners and those with administrator access.     Instructions    

Edit User Roles

  Here you can assign and customize various roles within your organization by selecting specific permissions, notification types, and dashboard widgets for each role. This allows for precise control over what functions and areas different users can access and manage. You can create tailored roles such as administrators, technicians, or account managers, each with a unique combination of privileges suited to their responsibilities. Additionally, you can set a tag color to easily identify roles at a glance, ensuring efficient user management across your company.     Prerequisites: Account owners and those with administrator access.     Instructions  

Add Team Members

  In this section, you can add individual users to your team by filling in relevant details such as their username, full name, contact information, address, and role within the organization. You will also assign them to a specific team and role, including permissions. Ensuring accurate input of this information is crucial for proper coordination within the organization, as well as for task assignment and tracking of responsibilities. Once all necessary details are entered, you can save the new team member's profile and begin integrating them into the organization’s workflow.     Prerequisites: Account owners and those with administrator access.     Instructions     After completing each stage of Step 1: Setup Company during your onboarding with Suprata, you will