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Teams: How to Create, Add, or Remove People
Teams: How to Create, Add, or Remove People

Organize your people into Teams for worry-free workflow and efficient communication.

CustomerCareTeam avatar
Written by CustomerCareTeam
Updated this week

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.

  1. Go to the Teams page and click the ➕ button to open the setup wizard.

  2. Name the Team

  3. 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

  1. Click on the Team > go to the Members tab.

  2. 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. 😊

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