Teams

Not every user should have access to all workbooks, tasks and inspections. With teams you can organize your users into separate groups that can work independently of each other. For example for each department you can create a team that only sees the workbooks, tasks and inspections, that are relevant for them.

tip

Obviously users can be members of multiple teams!

Creating a Team

At first, the tenant administrator has to create a team.

To create a team, fill in the following fields:

Fieldname	Description
Title (*)	Name of the team.
Description	General description of the team.
Administrator (*)	A team administrator can make changes within the team.
Coordinator	Can create and distribute tasks and access reports.
Inspector	Can access assigned tasks and inspections.
Viewer	Can view inspections.

You can change the title and description in the 'Settings'.

Once a team has been created and assigned to users, the team is provided with its own navigation bar.

Option	Description
Inspections	Planned, started and closed inspections that have been assigned to the team.
Members	Enables you to add and edit members of a team.
iWorkbooks	Enables you to add and edit iWorkbook templates.
Export	Enables you to add and use templates to export inspection data and files.
Settings	Team details that can be edited, such as name and description.

Managing Team Members

Select the menu item 'Members' to assign individual users to or remove them from the team - in the various roles.

The following user roles are available:

Roles/Rights	Reading Inspections	Managing Inspections	Adding iWorkbooks	Adding Team Members	Creating Teams	Create Export Template	Adding Users
Viewer	x
Inspector	x	Their own
Coordinator	x	x
Team Administrator	x	x	x	x
Tenants Administrator	x	x	x	x	x	x
System Administrator	x	x	x	x	x	x	x

Creating a Team​

Team Navigation​

Managing Team Members​

Creating a Team

Team Navigation

Managing Team Members