You know the saying: A well-organized team is a well-oiled machine. Pro Teams ensures everyone is exactly where they need to be—No more manual tracking and no more confusion.
How to Create a Team
Say you’ve got a group of employees who only do floor work. You’ll want to put them in a Floor Crew team so they see the right jobs and get the right alerts.
Go to the Teams page and click the ➕ button to open the setup wizard.
Name the Team
Assign at least one manager & save
Other examples: You could also have teams for day, night, weekend, work orders, or different customers and geographic regions, to name a few team uses.
Now that you have a team, it’s time to add the right people who can occupy one of the roles - Managers, Observers, or Members.
How to Add People to Teams & Assign Roles
There are two quick ways to add an employee:
From the Teams Menu:
Go to the Teams menu, select the Team
Click + in either the Team Management or Members section
Choose a person from dropdown & save (if Member) or
Select the role & save (if Management)
From the People Menu:
Go to the People menu, select the person
Go to Profile > Teams
Click + button, choose the Team
Save if it's an employee or
Select the role if it's a management person, and save.
You can assign them to shifts once they’re on the team so they see the correct jobs.
Is the Manager Going on Vacation?
No problem—switch them to an Observer so they don’t get notifications while they’re out and assign someone else as the manager.
How to Remove Someone from a Team
From the Team menu or directly from the Employee's Profile - open the Team List
Click on the Team > go to the Members tab.
Select the person to open the Edit screen> find the Remove from Team option at the bottom right.
🚨 Heads up! If an employee is only on one team, you must assign them to a different team before removing them.
Find more answers to common questions in our Help Center. 😊