Web:

  1. Click Settings in bottom left corner of screen

  2. Select Manage Teammates

  3. Click Teams

  4. Click +Create Team in top right corner

  5. Enter Team Name

  6. Add team Description (optional)

  7. Select Team Color

  8. Premium Plan: Click Critical Parts

    Escalation Team will receive alerts when Parts go below set minimum quantity. Alert can apply to all Parts or Parts tagged with Part Type "Critical"

    OR

  9. Enterprise Plan: Select Critical Parts, Procedure Escalation, and/or Overdue Escalation
    - Critical Parts: Escalation Team will receive alerts when Parts go below set minimum quantity. Alert can apply to all Parts or Parts tagged with Part Type "Critical"
    - Procedure Escalation: Escalation Team will receive alerts when Work Orders have flag/failures
    - Overdue Escalation: Escalation Team will receive alerts when Work Orders are overdue

  10. Click Create Team in bottom right corner

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