How to add teams to a procedure
What you need in order to be able to add teams to a procedure -
- Access to the Zaptic Portal through my.zaptic.com
- Procedure Management permissions within the portal
- You need to be a collaborator on the procedure you are adding teams to
How to add teams to a procedure
1. Access the Zaptic portal through my.zaptic.com
2. Navigate to the 'procedures' tab within the portal
3. Select the procedure you wish to add teams too
4. Navigate to the 'teams' button
5. Choose the teams you wish to add, or select 'all teams', and then press the 'save' button
Related Articles
How to assign/remove users from teams
What you need in order to be able to add/remove users from teams - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal You need to be an admin of the teams you wish to edit How to remove users from ...How to add collaborators to a procedure
What adding collaborators to a procedure allows - Collaborators get full visibility of the procedure Collaborators get full editing rights for the procedure, including the ability to - create and edit content manage procedure teams manage procedure ...How to create a procedure
What you need in order to be able to create a new procedure - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal How to Create a Procedure 1. Access the Zaptic Portal through my.zaptic.com 2. ...How to bulk upload new users
In order to bulk upload new users into a Zaptic instance, you need; Access to the Zaptic portal User Management permissions 1. In order to bulk upload users, first navigate to the teams page and select the bulk upload users button. 2. From here you ...Understanding how to navigate the Zaptic Portal - The four main tabs
How to access the Zaptic portal - Navigate to my.zaptic.com This can be done on computers or mobile devices/tablets We recommend Google Chrome where possible The four main tabs of the Zaptic portal Procedures Boards Teams Data-management 1. ...