Team Management

Resources, such as users, assets, places, and drivers can be managed in teams through the Teams module to handle access permissions more efficiently. Resources can be assigned to multiple teams.

Add Team #

You can create a team, add users to the team, and then assign access to resources such as drivers, assets, and places.

NOTE:

This functionality is subject to user permissions. Only an administrator can access the Admin module.

1. In the Admin module > click Teams . The Teams page is displayed.
   
2. Click Add team. The Add team dialog is displayed.
   NOTE: An organization can create a maximum of 250 teams. Should the number of teams exceed this count and a new team must be created, an existing team will need to be deleted.
3. In the Name box, enter a name, in the Description box, enter additional information, and then click Save. A message is displayed confirming that the team is created and the user is directed to the team details page.
4. In the Assigned section, assign resources to the team: users, assets, places, and drivers, as explained in the table below.

Field	Action
Users	1. Click Users. The page containing various tabs to assign resources is displayed. 2. Click Add users. The Add users dialog is displayed. 3. Select the required checkboxes next to the names of users to be added to the team, and then click Add. The selected users are added and listed on the Users tab. NOTE: You can also click the Add users link to open the Add users dialog. To unassign a user, select the checkbox next to the name, and then click the Remove user link.
Assets	1. Click Assets. You are directed to the page containing various tabs to assign resources. 2. Click Add assets. The Add assets dialog is displayed. 3. Select the required checkboxes next to the assets to be assigned to the team, and then click Add. The selected assets are assigned to the team and listed on the Assets tab. NOTE: You can also click the Add assets link to go to the Add assets dialog. To unassign an asset, select the checkbox next to the asset name, and then click the Remove asset link.
Places	1. Click Places. You are directed to the page containing various tabs to assign resources. 2. Click Add places. The Add places dialog is displayed. 3. Select the required checkboxes next to the places to be assigned to the team, and then click Add. The places are assigned to the team and listed on the Places tab. NOTE: You can also click the Add places link to go to the Add places dialog. To unassign a place, select the checkbox next to the place name, and then click the Remove place link.
Drivers	1. Click Drivers. You are directed to the page containing various tabs to assign resources. 2. Click Add drivers. The Add drivers page is displayed. 3. Select the required checkboxes next to the names of drivers to be assigned to the team, and then click Add. The drivers are assigned to the team and listed on the Drivers tab. NOTE: You can also click Add drivers to go to the Add drivers dialog.To unassign a driver, select the checkbox next to the driver name, and then click the Remove driver link

After adding users, assets, places, and drivers to the team, the total number of resources assigned to the team are shown in the Assigned section on the Team information page.

Edit Team Details #

From the team information page, you can edit team details such as general information and resources assigned, if required.

1. In the Admin module, click Teams . The Teams page is displayed.
2. Select the required team. The team Information page is displayed containing the following editable sections:
   • General information
   • Assigned
3. Go to the relevant section, click the required fields, and then modify the information. The updated information is saved. For more information about each field, see Add Team.

View Team List #

You can view the list of teams created on the SCALAR platform and manage access to assets from the Teams page.

In the Admin module > click Teams . The Teams page is displayed.

Search a Team #

You can search a team on the Teams page by using the Search feature.

In the Admin module > click Teams . The Teams page is displayed. In the Search a team box, enter the team name. The user records matching the search criteria are displayed.

NOTE:

Enter at least three characters to start a search operation.

Remove a Team #

You can remove a team from the Teams page if it is no longer required.

1. In the Admin module, click Teams . The Teams page is displayed.
2. Click the team name link. The team information page is displayed.
3. Click Remove <team name>. The Delete team dialog is displayed.
4. Click Delete. The record is permanently removed from the SCALAR platform.