Documentation

Managing Teams

Teams let you organize users and control what they can access. Each team can have multiple members with different roles and permissions. You might create separate teams for different departments, regions, or functions.

Creating a Team

1. Go to Teams in the sidebar.
2. Click Create Team.
3. Enter a name for the team.
4. Click Create.

Your new team appears in the team switcher dropdown in the navigation bar.

Viewing Team Details

Click on a team name to open the team details page. This page has several tabs for managing different aspects of the team.

Team Settings Tabs

Info Tab

Update basic team information:

1. Select the Info tab.
2. Modify the team name.
3. Click Save to apply changes.

Members Tab

Manage who belongs to the team:

Inviting Members:

1. Select the Members tab.
2. Enter the email address of the person you want to invite.
3. Select their role (e.g., Admin, Editor, Viewer).
4. Click Invite.

The invited user receives an email with instructions to join.

Changing Member Roles:

1. Find the member in the list.
2. Use the role dropdown to select a new role.

Removing Members:

1. Find the member in the list.
2. Click the remove button next to their name.
3. Confirm the removal.

Role Permissions Tab

Define what each role can do (team owners only):

1. Select the Role Permissions tab.
2. For each role, check or uncheck permissions for different features.
3. Changes are saved automatically.

Common permissions include:

• View, create, update, delete for each feature (devices, vehicles, routes, etc.)
• Access to reports

General Settings Tab

Configure team-wide preferences:

1. Select the General tab in team settings.
2. Set your preferred Time Zone for accurate scheduling and reports.
3. Configure Speed Unit (km/h or mph).
4. Set Distance Unit (kilometers or miles).
5. Choose your Volume Unit (liters or gallons).
6. Click Save to apply changes.

These settings affect how data is displayed for all team members.

Notifications Tab

Configure notification preferences for the team:

1. Select the Notifications tab.
2. Enable or disable email notifications for events like:
   • Trip start/completion alerts
   • Geofence entry/exit notifications
   • Maintenance reminders
3. Set notification schedules and recipients.
4. Click Save to apply changes.

Delete Team Tab

Remove a team permanently:

1. Select the Delete Team tab.
2. Click Delete Team.
3. Confirm the deletion.

Note: You cannot delete your personal team (the default team created with your account). All team data is permanently removed when you delete a team.

Switching Teams

Use the team switcher in the navigation bar to switch between teams you belong to. The current team determines which data you see throughout the application.