How to: Create and manage a team? (Admin)

Setting up teams in Zenput is easy, and is the best way to keep groups of Users organized and delegate which tasks should go to whom when creating a project. 

disclaimer.pngPlease note: Any hierarchy changes will affect project/task assignments within 48 hours for Daily projects and on the next occurrence for other recurring instances such as weekly and monthly tasks. 

How to Create a Team:

  1. From the Dashboard click on 'Hierarchy'.
    From_the_dashboard_click_on_Hierarchy.png
  2. Click 'Create New' and choose 'Create Team' in the top right corner from the drop-down options. 
    Screen_Shot_2019-06-05_at_10.52.53_AM.png
  3. Name the Team.
     Create_a_team_.png
  4.  Then, add only the Users that belong to that team "Region/District" by typing their name and selecting them or searching for the location from the drop-down list.
    They will appear on the right-hand side under Hierarchy Preview once selected. 
    Screen_Shot_2019-07-10_at_9.45.17_AM.png
  5. Choose which locations and the corresponding store users that should have access to from the drop-down list, the locations will show up under the Hierarchy Preview once selected as well (below is a preview of what this looks like). Usually, the users for the corresponding locations are added to a team at the same time here. 
    Screen_Shot_2019-07-10_at_9.47.08_AM.png
  6. Most teams have a Parent Team (i.e. A specific region that the Team reports to) this is where you would add it. 
    Choose which Parent team/Region the team should report to, and it will also appear under the Hierarchy Preview.
    Screen_Shot_2019-07-10_at_9.49.11_AM.png
  7. "Click Create Teamand you're all set. 
    create_team_.png
  8. The end result is a complete hierarchy, with nesting teams. 
    hierarchy.gif

How to Edit a Team:

disclaimer.png Please note: There are several things you should be aware of when editing teams. Tasks, projects, and follow-up task/alerts can be set up by team. Adding or removing users from teams can effect those actions too.
For example: If you remove the Area Manager from the team 'Area 1234', and alerts are sent to the role 'Area Manager'. Because you removed the area manager from that team, no one will then receive the alerts set to go to the Area Manager for Area 1234. 

  1. From the Dashboard click on 'Hierarchy'.
    From_the_dashboard_click_on_Hierarchy.png
  2. From the Hierarchy page on the right-hand side click on the Team name you would like to edit and when the three dots appear click 'Edit Team'
    Screen_Shot_2020-07-21_at_10.42.04_AM.png
  3. From the Edit Team page, you can then edit the name of the team, add more locations/users, or remove users/locations, etc. Once your changes are done press 'Save' to save your changes. 
    disclaimer.pngPlease note: If adding locations & users please ensure to remove them from the previous team. 
    Screen_Shot_2020-07-21_at_10.45.08_AM.png

If you have any questions about creating/editing teams, feel free to reach out to us at support@zenput.com

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.