Administrators can create teams to group users across their organisation, helping to manage and assign content more easily.
Administrators can assign a team leader, allowing that user to view team data from the Check in tab. This helps users with multiple roles manage different teams, for example, one user could lead both the Workplace Safety Team and the Employee Wellbeing Team and access data for each.
📌 Note: Team leaders differs from the line manager system role. Each offers separate permissions and system access.
Add user/s to a team
To add users to a team, follow the below steps.
Click Workforce then click Teams.
Search for and select the relevant team.
Click Toolbox, then select relevant option to add individual or multiple users.
Add an organisation or unit to a team
Super administrators in LMS² sites can add organisations to teams.
To do this follow the below steps.
Click Workforce then click Teams.
Search for and select the relevant team.
Click Add Organisations or Add Organisation Unit. as needed.
Search for and select relevant organisation or unit.
Click Add.
Manage team
Manage existing teams from the administration area.
To access this, follow the below steps.
Click Workforce then click Teams.
Search for and select the relevant team.
Use the tabs to view and manage your team. Further details are in the below table.
Tab | Functionality |
Explicitly added users | View and remove users manually added to team outside of selected criteria. |
Selection team | View and remove criteria used to add users to team, such as Organisation or system role. |
Team Leader | View or remove any team leaders in team. |
All Members | List of all users in team. |
Group Settings | Specify the email address team sees when receiving email notifications. |
Security | View group permissions associated with team. |