How can I create Teams and Roles in the Platform?
In this section we will establish and see how to configure the teams and roles within a company, with the possibility of creating as many as necessary.
Where can I find this option? → Left side menu → Settings → Teams
Before we begin, we must clarify that a role defines the specific function of each person within the company, while a team represents the collaboration of multiple individuals with different roles.
Let's take an example:
The team in this case would be engineering, this includes the entire department.
Within the engineering team we could find different roles :
Basic . Agent. One who has basic access and normally cannot modify settings.Advance. Team Manager. They have quite a few permissions but they are not administrators.Admin. Account Manager. They have all permissions.
Create a team
Next, we will see how we can create a new team. We must go to the teams page and click on "Create team". Once this is done, a tab will open requesting the team name (mandatory) and team email (optional). We will fill in the details and click on send.
Once this is done, we will be able to see all the teams created in list format, the date of creation, the name, the number of users who have it and the users themselves (by clicking on the person's emoticon).
We can also edit and delete these teams at any time by clicking on the three dots on the right.
Create a role
We will now see how we can create a new role. We must go to the teams page and click on "Create role". Once this is done, a tab will open requesting the name of the role. We will fill in the data and click on send.
Tip. The minimum roles we recommend are 3 (basic, intermediate, and admin), as discussed in the example at the beginning of this article.
Once this is done, we will be able to see all the roles created in list format. In addition to each one, we will be able to see all the users who have it by clicking on the person's emoticon as we see below.
As mentioned earlier, each 'Role' will have a set of available permissions. Once the 'Role' is created, we will need to go to 'Permission Management' so that they are visible and we can configure the permissions (enabled/disabled).
We can also edit roles, edit permissions, delete and block said roles at any time by clicking on the three dots on the right.
Equipment configuration
From this section we will have access to edit the privileges of each collaborating company that we have created and its daughters, being able to assign a person in charge for each team. We will view this information in table format where we can find the available teams in columns and the collaborating companies in rows.
The options to configure are:
1. Enable the equipment in a specific company "Activate".
2. Select a person responsible for said team "Responsible".
The responsible person does not need to be a team member and can be any user in the company.
At first glance, all level 2 companies will appear, but we can access the lower level companies by clicking on the arrow or drop-down menu next to the name of each company. We can do this in descending order as many times as levels we have created.
Let’s remember that we cannot have users without an assigned team. Therefore, if we remove all teams from certain users, a dropdown will appear when we close the tab, prompting us to assign them a team in order to proceed.
Additionally, we cannot have a company without any teams.
Filters
We also have a series of filters for both team and role. These are compatible so we can use several simultaneously and we can remove them one by one or click on "clear" within the filters tab itself.
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