What is a team ?

A team is the concept we use to group together mobile and web users to determine the access to workflows.

Create a Team

  1. Click on the + sign in the banner

  2. Fill the required information

    1. Team Name

    2. Pick the mobile users that must belong to that team and confirm

    3. Pick the web users that must belong to that team and confirm

    4. Pick the workflows that must be accessible to the users in that team and confirm

    5. Pick the dashboards that must be visible to the users in that team and confirm

  3. Cick on create to confirm the operation

Edit a team

Select the team, and click on the edit icon at the right of the line

Archive a team

Select the team, and click on the archive icon at the right of the line

Assign users to a team

At the time of creation of the team or by editing a team, you can add or remove users from the team.

A user that does not belong to a team will not be able to access a workflow

Assign multiple users to a team

To add several users, mobile or web, at the same time, select the option “Assign mobile users” or “Assign web users” in the action panel, and upload the file as per the template.

Download the list of teams

Click on the download arrow to get the list of all the teams with these information:

  • Team unique ID

  • Team Name

  • Mobile User ID that belong to the team

  • Mobile User names that belong to the team

  • Web User ID that belong to the team

  • Web User names that belong to the team

  • Workflow ID that belong to the team

  • Workflow name that belong to the team

  • Actif. True if the team is not archived. False if the team is archived

Create multiple teams (bulk)

You can create multiple teams in one operation, by selecting “Bulk create team” in the menu. Upload the information as per the template.

Edit multiple teams (bulk)

You can edit multiple teams in one operation, by selecting “Bulk edit team” in the menu. Upload the information as per the template.

Archive multiple teams (bulk)

You can archive multiple teams in one operation, by selecting “Bulk archive team” in the menu. Upload the information as per the template.