To start planning, you need teams. This article explains how to create a team. If you no longer use the team, you can also choose to inactivate or delete it.
General team 'Algemeen'
As soon as you create an account, or add a new venue, there will automatically be a team 'Algemeen' ('General').
This is basically your list or overview of all team members.
It provides an overview of who is added to the Eitje environment, and makes sure a team member remains part of the venue when they are not added to any other teams.
If you do not have more than one team, you can use this team without having to create further teams.
Team 'Algemeen' cannot be removed.
To remove someone from this team, you need to mark the team member as inactive.
Create a team
Do you need more than one team for your planning? You can add as many teams as you like. Use 'Team' in the main menu on top to go to 'Teams'. On top of this page you find a button '+Team' which allows you to create a new team.
Follow these steps to create your new team:
In the first screen, enter a name for the new team. If you work with more than one venue, you will be asked which venue this new team is for. Click 'Save'.
In the team overview, you can now see all your teams with the new team added.
Click the team for more options, such as view the team members that are part of that team, add team members, or remove team members. When adding team members, you will see team members that are not yet part of this team, and you can select the ones you want to add.
When deleting team members, you will see all team members currently part of this team. You can select the ones you want to remove from this team.
Choose 'Edit team' to change the team's name, image, colour, or the settings (for example make the team inactive). You can also indicate whether you want to activate a group chat for this team, or disable that.
You can always find the team you just created under 'Team', then 'Teams', in the main menu on top.
Delete a team
Deleting a team can be complex if it was used for some time and holds scheduled shifts and registered hours. To prevent deleting shifts and hours by accident, you cannot simply delete a team. You can either make the team inactive (1), or delete the team after transferring existing data to another team (2).
1. Team inactive on schedule
💡 Tip: Mark the team as inactive on the schedule. This allows you to keep all data but the team won't be in the way. Go to 'Team' in the menu on top, and choose 'Teams'. Click 'Edit team' and use the toggle (grey = inactive):
2. Transfer data and delete
To fully delete a team, it cannot contain any shifts, hour entries, or other data.
Open the team ('Edit team').
Click 'Delete'.
The window will now show the impact this will have, as in this example:
You can now transfer the team’s data to another team. This ensures no data is lost before deleting the team.