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How to Assign and Unassign Machines from the Teams
How to Assign and Unassign Machines from the Teams

This article describes how you can assign and unassign the machines from the team to manage access.

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Written by George Newman
Updated over 11 months ago

Assign Machine to the Team

Steps:

  1. Navigate to Users & Teams in the Company Settings and click on “Teams”.

  2. Go to the team that you want to assign the production lines to.

  3. Select the Machines tab.

  4. Select “+ Assign machine”.

  5. Select one or more machines from the dropdown.

    1. If an Admin user is already a member of a team, they will only see the machines that other teams to which they belong have access.

    2. Admins will also see the machines that are assigned to their other teams and are not part of any facility.

  6. Select ”Add machine” to add the machine(s) to the team.

  7. The team tag will be added to the machine detail view.

    1. Team members will also have access to the machine’s facility in the Facilities module incase the facility was not added to the team. In the facility, team members can only see the machines that are assigned to their team.

    2. The members can see the work orders for the machines.

NOTES:

  • If there are work orders from the machines that are assigned to a user or the user was added as a follower

    • The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

    • The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

    • The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

Unassign Machine from the Team

Steps:

  1. Navigate to Users & Teams in the Company Settings and click on “Teams”.

  2. Go to the team that you want to unassign the facilities from.

  3. Select the Machines tab.

  4. Click on the “-” icon with the machine to unassign it from the team.

NOTES:

  • If there are work orders for the machine that are assigned to a team user or the user was added as a follower.

    • The user will stay as an assignee/follower of the work order if the user is part of another team that has access to the machine.

    • The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the machine.

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