Teams

Enabling Teams

Do you need another way to separate Users on reports within your VT system? One way is to create different locations to house certain regions, physical locations, groups, etc… But if you’d like to get more granular at a specific Location, you can achieve this by utilizing the “Teams” feature. To enable Teams for your system – sign into your System and then navigate to the following:

Super User Dashboard -> 101 – System Management -> (and if applicable) Choose your system and click “Select System”

From there you will be brought to the “Update System” tab where you will choose “System Settings” on the left-hand menu. Here, you will see an option labeled “Show Teams”, make sure to switch this to “Yes” and (if desired) check the box to the below labeled “Use Teams Plus”.

Once you enable Teams for your System, you can begin creating Reams and assigning Users to them. To create Teams, follow the steps below.

Click on the Hamburger Menu (Slider Menu) at the top right corner of the screen

Choose “Management Tools” then “Manage Teams”

From there you will land on the main “Manage Teams” page which will show you a list of Teams within your System. Click on the “+ New Team” tab to begin creating your teams.

Give your Team a name and a status of active, then click “Continue”:

After you conplete Step 1, you're given the option to Assign a "Team Leader":

And the option to "Assign Users". Both of these steps are optional at this stage and can be added/edited later, if needed.

Then, WUOLAH! You’ve just created a Team.

Add a User to an Existing Team

You can add additional (and remove) Users from an existing Team by selecting it from the Manage Teams page, then scrolling to the bottom of the Edit Team page.

Alternatively, you can navigate to User Management, search for a User and select them, then under “Application Settings” you may assign them to any team.