How to reach the teams page
Log in to IQnext account.
Go to Settings > General Settings > Organization Details > Teams
You can create two teams,
1) HVAC Technicians A
2) HVAC Technicians B,
And assign tasks to the teams, technicians who are available at that time will be assigned the work order.
Team details are represented in a tabular form, which consists of name, description, team lead and number of members.
On the top right corner, click on button. A modal will open displaying the details to be added.
Enter the team name, which perfectly identifies the purpose of the team.
Enter description of the work.
Assign team lead from the dropdown.
Select the buildings/floors for which that particular team has access.
Enter member names by selecting from the dropdown.
Click on Save button.
To edit, view or delete existing teams, on the right side of each row, a button is given. On clicking, the dropdown panel will open.
Select the Edit button to modify any details/ team members/ location access.
Click on the Delete button to permanently remove a team.
Deactivating or removing a user from a team does not affect their other platform-level permissions unless explicitly configured.
If a team owner is removed/ deactivated, a new team owner will not be assigned automatically
Create teams that reflect your actual organizational or operational structure.
Regularly audit team membership and access permissions to ensure alignment with current responsibilities.
Use team-level assignments to ensure coverage during user transitions or absences.