Create and Manage Teams

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Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to create and manage teams in MaintainX.

A team is a group of users who share similar functions or responsibilities in an organization. In a team, you can have team administrators and members.

Team administrators can add or remove members from a team. Team members cannot. Team administrator and member designations are separate from user roles.

For instance, in an opening shift team that starts early in the morning, assigning a Full User as the Team Administrator allows them to manage the roster without relying on Administrators, who might arrive later, for updates. This simplifies team management.

Create a Team

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You can only set a team as an escalation team in the MaintainX web application. You can always set it at a later time.

Web

1. From the sidebar, select Teams / Users.

2. Select the Teams tab, then select +Create Team.

3. Enter a team name. You can enter additional information such as a description, a team photo, and choose a team color.

   • Optionally, you can set up the team as an escalation team. For more information on escalation teams, see About Users and Teams.

4. Add a member to the team. Assign a team role to the user. You can assign a role to a user or assign a user to a team at a later time.

5. Assign a location or an asset to a team. You would do this for a team that's responsible for a specific asset or location. You can assign these entities to a team at a later time.

6. Select Save.

Mobile

1. From the bottom navigation bar, select More.
2. From the More Options screen, select the name of the organization.
3. In the ORGANIZATION SETTINGS section, select Teams / Users.
4. Select the Teams tab, then select + Create Team.
5. Enter a name. You can enter additional information such as a description, a team photo, and choose a team color.
6. Add members to the team. Assign a team role to the user. You can assign a role to a user or assign a user to a team at a later time.
7. Assign a location or an asset to a team. You can assign these entities to a team at a later time.
8. Click Done.

The team is created.

Manage Teammates

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Only Administrators can access the Manage Teammates pages, which is available only on the MaintainX web app.

Through the Manage Teammates page, you can see all the teams in your organization and edit them if needed.

To access the Manage Teammates page:

1. From the sidebar, select the Settings menu.
2. In the ORGANIZATION SETTINGS section, select Manage Teammates.
3. Select the Teams tab.

On this page, you have the following sections:

• My Teams: My teams are teams that you're part of.
• Other Teams: Other teams are the rest of the teams in your organization that you're not a part of.

To see detailed information about each team, select (more options) next to the team name.