Who can use this feature?
🌍 Global Users are the only users able to access the Settings tab. If you are unable to see the Settings option, it is likely that you have not been granted permission, please contact your Administrator.
This document instructs the User on how to create a Team / Location to which a Department is allocated. To add a Team or Location:
👉🏽 STEP 1: From the navigation menu, select Settings.
📌 Note: if you are unable to see the Settings option, it is likely that you have not been granted permission, please contact your Administrator.
👉🏽 STEP 2: From the Settings sub menu, select Teams.
👉🏽 STEP 3: Click the "Add Team" button.
👉🏽 STEP 4: In the Team Name field, type the name of the Team. Example: "Westminster Leisure Centre".
📌 Note: Teams are often the names of a physical location, for example a Health Club or Retail Store. But they can also be the name of a set group of people within an Organisation.
👉🏽 STEP 6: Select which Departments should be included within this Team. Select the Department and click the arrow pointing right to move the Department into the right hand "Is available to" box.
📌 Note: If you have not yet added any Departments, this step may be skipped and returned to at a later stage.
👉🏽 STEP 7: Decide which Team Members should be able to Administrate this Team. In the Team Administrators field, begin typing the name of any member of staff who should be an Administrator. A drop down box will appear, click their name to add the individual. If you make a mistake, click "Remove".
👉🏽 STEP 8: Click Save. Your Team will be saved. 👏