Creating Teams

Creating Teams

Adding a New Team

Go to the Teams tab in the top bar of the portal. If you don't see this, you should request the "User Management" permission from your system admin.

Pressing the Invite New Users button on the left hand side of the screen will take you directly to creating teams.

To add a new team follow these steps: 

  1. Click the "Add new Team" button 


  1. Type the name of the team you'd like to create and click Add New Team.


  1. Your team will be added to both the Team and Administrated Team lists. At this stage, if you are inviting a user you can continue with the invite, if you are simply creating a team you can close the page with the "X" in the top right.


    • Related Articles

    • Inviting New Users

      Inviting Users Go to the Teams tab in the top bar of the portal. If you don't see this, you should request the "User Management" permission from your system admin. Pressing the Invite New Users button on the left hand side of the screen will take you ...
    • How to invite a new user?

      Note 1: You need to have USER management permission to do this operation. A quick way to verify if you have that permission is to quickly check if you can see the TEAMS tab (located at the top of your Zaptic page). If you don't see this, you should ...
    • Procedures

      Procedures Landing Page Starting with a blank instance, the Procedures tab allows you to digitise daily shop floor processes. Keeping everything in one place, within each procedure you will be able to build tasks and training, keep up with the most ...
    • Creating Tasks and Training

      Adding a task Create one or multiple tasks which are part of your procedure from the Tasks tab in your new procedure. For example, if you own the Safety procedure one of your tasks may be a Near Miss. In the left-hand side column on the tasks tab you ...
    • Permissions

      Permissions  Viewing user permissions To view an existing user's permissions go to the Teams tab in the top bar.  Search for the desired user in the search bar in the top middle of the screen. Click on the user in question to open their profile and ...