Create Teams
Here you can begin building your company's team structure by adding new teams. Each team can be customized with a name, assigned a color for easy identification, and designated as dispatchable or non-dispatchable based on their function. You can also set the order of teams to reflect your operational priorities, with lower-order teams appearing at the top for more visibility. This allows for streamlined management and clear oversight of your company’s organizational structure.
Prerequisites: Account owners and those with administrator access.
Instructions
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After completing each stage of Step 1: Setup Company during your onboarding with Suprata, you will see Step 2: Create Your Team expand on the welcome banner. Alternatively, you can click on the tab to expand it.
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In Step 2. Create Your Team, you will see the hyperlink: Create Teams. Click here to enter the Manage Teams page.
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Click Add Team to enter the New Team page.
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Fill in the fields, ensuring all details are accurate, and choose a team color.
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Click Save Changes.
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The page should refresh and return you to the Manage Teams page where you will now see your added team.
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To continue Company Setup, please click the link Continue Setup at the top of the page.
