Team management

Resources, such as users, integrators, asset groups, place groups, and driver groups can be managed in teams through the Teams module to handle access permissions more efficiently.

A resource group can be linked with teams. A team is a user group. When a resource group is linked with a team, then the resources such as assets, drivers, and places are linked with users. A team cannot be linked with resources such as assets, places, and drivers directly. Only users and <integrators> can be assigned directly to teams. Resource groups can be assigned to multiple teams.

Access to a parent group also grants access to its child groups. For example, when a resource group is linked with a team, then access to all the resources of the group is granted to users of the team. The access to all the resources of the subgroup is also granted to users of the team.

In an organization, the groups are restructured to follow all the resources. An administrator can group assets, places, and drivers to organize the workforce within SCALAR. The administrator can select, filter, and configure the groups.

Add Team #

You can add a team, assign users and integrators, assign resource groups such as asset groups, place groups, and driver groups.

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 users and integrators, assign resource groups such as asset groups, place groups, and driver groups.
   
   
   The table below explains the actions that can be performed.

Field	Action
Users	1. Click Users. The page containing various tabs to assign resources is displayed. The users are listed in the Available users list. 2. To assign an user to the team, select the required users from the Available users list. Alternatively, in the Search users box, enter the name of the required user, and then press Enter. 3. Click Assign next to the user name. The user is listed in the Selected users lists. 4. Click Save. The user is assigned to the team. NOTE: In the Selected users section, click Unassign next to the user name. The user is unassigned. Click Save to permanently unassign the user with the team.
Integrators	1. Click the Integrators tab. The integrators are listed in the Available integrators list. 2. To assign an integrator to the team, select the required integrators from the Available integrators list. Alternatively, in the Search integrators box, enter the name of the required integrator, and then press Enter. 3. Click Assign next to the integrator name. The integrator is listed in the Selected integrators lists. 4. Click Save. The integrator is assigned to the team. NOTE: In the Selected integrators section, click Unassign next to the integrator name. The integrator is unassigned. Click Save to permanently unassign the integrator with the team.
Assets groups	1. Click the Asset groups tab. The asset groups are listed in the Available asset groups list. 2. To assign an asset group to the team, select the required asset group from the Available asset groups list. Alternatively, in the Search for asset groups box, enter the name of the required asset group, and then press Enter. 3. Click Assign next to the asset group name. The asset group is listed in the Selected asset groups lists. 4. Click Save. The asset group is assigned to the team. NOTE: In the Selected asset groups section, click Unassign next to the asset group name. The asset group is unassigned. Click Save to permanently unassign the asset group with the team.
Driver groups	1. Click the Driver groups tab. The driver groups are listed in the Available driver groups list. 2. To assign an driver group to the team, select the required driver group from the Available driver groups list. Alternatively, in the Search for driver groups box, enter the name of the required asset group, and then press Enter. 3. Click Assign next to the driver group name. The driver group is listed in the Selected driver groups lists. 4. Click Save. The driver group is assigned to the team. NOTE: In the Selected driver groups section, click Unassign next to the driver group name. The driver group is unassigned. Click Save to permanently unassign the driver group with the team.
Place groups	1. Click the Place groups tab. The place groups are listed in the Available place groups list. 2. To assign an place group to the team, select the required place group from the Available place groups list. Alternatively, in the Search for place groups box, enter the name of the required place group, and then press Enter. 3. Click Assign next to the place group name. The place group is listed in the Selected place groups lists. 4. Click Save. The place group is assigned to the team. NOTE: In the Selected place groups section, click Unassign next to the place group name. The place group is unassigned. Click Save to permanently unassign the place group with the team.

After assigning users, integrators, asset groups, driver groups, and place groups to the team, the total number of resources assigned to the team are displayed 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 resources from the Teams page.

• In the Admin module > click Teams . The Teams page is displayed with the list of teams.

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. 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.