Teams in the Onsite System are groups of users with similar privileges or shared tasks. Follow the steps below to add or set up teams for each project:
Step 1: Log in to the Correct Project
- Use the Onsite System’s Web Dashboard.
- Ensure you have "Project Admin" privileges to access the Setup menu.
Step 2: Access the Teams Setup
- Click Setup from the left-hand menu.
- Select the Teams submenu under Setup.
Step 3: Add a New Team
Click the ADD TEAMS button at the top-right of the Teams interface. You can add teams in three ways:
-
Add Manually:
- Select Add New Team from the ADD TEAMS dropdown.
- Fill in the required details, especially the Role (refer to the Notes section for role descriptions).
- Click Create to save.
-
Import from the Company Library:
- Select Import From Company Library from the dropdown.
- Choose an existing team, make any necessary edits, and click Import to confirm.
-
Import from Excel:
- Select Import From Excel from the dropdown.
- Download the template by clicking Download Template Excel.
- Upload your filled Excel file by clicking the folder/browse icon, selecting your file, and submitting it.
Step 4: Edit a Team
- Click the Edit button
next to the team you want to modify.
- If the user is disabled at the company level, a notification will indicate this, and editing will not be possible.
- In the edit form:
- Update team details as needed.
- Reset or change passwords and send them via email using the Email Password button.
Step 5: Update Team Permissions
- Click the Permissions button next to the team
.
- A new form will open with two tabs:
- Team Permissions:
- Adjust roles for each team or apply the same role to all teams using the Apply to All button.
- Category Permissions:
- Activate or deactivate categories for the selected team.
- Team Permissions:
Step 6: View Associated Users
- Click the Users button to see the list of users linked to a team
.
Notes on Default Roles:
- No Access: Revokes all privileges, denying system access.
- Viewer: Allows view-only access to specific plans and issues.
- Sub-Contractor: Can view and update issues assigned to them.
- Contractor: Can view and update issues assigned to them and close issues assigned to sub-contracting teams.
- Consultant: Can add, view, update, and close issues they assign, as well as update those assigned by clients or tenants.
- Client: this role is usually assigned to actual client representative teams. They can add, view, update, and close issues assigned to their teams.
- Tenant: this role is usually assigned to single-unit owners. Can add, view, update, and close issues assigned to consulting or contracting teams.
You can create custom roles by navigating to the Roles section under Setup.
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