How do I create a team in Zuper?
The Field Executives in the organization can be arranged into different teams in Zuper. Admins or Team Leaders can be added to each team to manage the Field Executives.
An Admin can manage the team. At the same time, the team leader can only view the field executives on their team.
1. Log in to the Zuper Account.
2. Select the "Users" section from the Settings --> General
Settings --> Users & Teams
3. Click on the "Manage Teams" button in the top right corner.
4. Click on the "New Team" button in the top right corner. Enter the Name and select a color to identify the team.
Describe the team created and click "Save."
Note: Adding the users to the team is mandatory to assign them to the jobs.
Related Articles
How to create Custom Team Fields?
Navigation: Settings -->Custom Fields and Checklist Settings -->Team Fields You can create your own Custom Fields that are tailored to your business. Creating a custom field in the team custom fields module will be displayed on the New Team Creation ...How to access the Calendar/Schedule board in the Zuper web app?
Zuper's powerful calendar module provides a unified view of your entire schedule, including one-time and recurring jobs, non-job events, technician time-offs, and holidays. With its intuitive interface, you can easily navigate through different time ...How to create a timesheet on the Zuper Mobile app?
Timesheets are used to document an employee’s work hours for auditing purposes. Zuper lets you create a timesheet entry in just a few clicks. 1. Select the "Timesheets" module from the top-left hamburger icon. 2. Select "Timeoff Requests" ”o add new ...How do I create a new user in Zuper?
A user can be created by the Admin or the team leader in two ways. Using the "New" Shortcut from the Dashboard. Directly From the Users Tab. Steps to create an User using the "New" Shortcut from the Dashboard Log in to Zuper Account. Click on the ...How to create a job in the Zuper web app
Creating a job in Zuper is a straightforward process designed to streamline your business workflow. Zuper also lets you customize the jobs with additional properties tailored to your business. Once created, the job will appear in your schedule board ...