Depending on your company structure and size, you may need to use Teams and this is applicable for the following scenarios:
- When you have different segments in the business or different kinds of work
- Your staff or technicians are not jumping from one team to another. For example, you have a team that does installation and another team that does maintenance.
- You can also use Teams as break up for different states such as WA team, QLD team, etc.
Note: Each user can only be assigned to one team and you can assign or change it in Administration → Users → click View beside the User Name → Team.
In scheduler, you can filter by teams which filters the users but also filters the jobs that belong to that team.
In the following example, we filter the team to Maintenance which displays all jobs as well as users under the Maintenance team.
Default Team Settings
When you have a user without an assigned team, you can configure which team will be assigned as default to that user.
Go to Administration → Defaults and on the right panel, look for Jobs settings area and select your Team ID.
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