How to create and manage Technician Teams

Technician Teams allow you to set your Technicians into logic groups. Once created, you can then filter by team(s) throughout various screens within your instance, allowing you to easily manage the work of the group(s).

How to Create a Technician Team 

1. From the Settings menu, select Technician Teams under the Users Management section
2. Select + Add Team
3. Name the team and Save 

- You will be directed to the team's information screen, where a green success-bar will indicate the group has been created. 

How to Add Technicians to a Technician Team 

1. From the Technician Team screen, click the team name
2. Select the technician's name from the dropdown and hit 'Add Member'

Editing and Managing Teams and Members

1. From the Technician Teams page, select the team you'd like to make changes to
2. Select Edit Team Information option to update the team name
3. Remove a team member by selecting the red trashcan icon to the right of the technician 

Additional Information: 

• Deleting a technician from a technician team does not remove their access to the instance
• Technicians can be apart of multiple technician teams
• Technicians can also be added or removed from teams at the Technician Detail Screen (User Management > Technicians > Click on the Username) 
   

Filtering by Technician Team 

The following screens have a Tech Team filter option available: 

• Calendar
• Schedule & Dispatch 

  • There are two places to filter by team on this screen
     

    

• Inspections
• Work Orders 

If you do not see the Team filter, click on the funnel icon to expose a menu of available filters. 

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information