Is it possible to swap field executives between teams?
In Zuper, the user can easily swap the team leader and field executives between teams. The Admin has full access to change all employees (team leader or field executives) from all the teams. At the same time, the team leader has limited access and can swap field executives only under their team.
- Log in to Zuper Account.
- Select the "Employees" icon from the Menu bar on the left.
- Find the team you need to edit and click on the "Manage Teams" button(...) in the right corner.
4. From the dropdown, select "Update team Assignment."
5. Now, in the "Assign/Unassign Team Member" window, the employees would be sorted based on the designation (Admin, Team Leader, Field Executive).
6. Click on "Assign" next to the Employee you would like to add Under the Available Users column
7. Click on “Unassign” next to the employee you would like to remove. Under the assigned employees, the person will be removed.
How to update field executive’s Mobile number details?
Navigation: Employees --> New Employee The user can store the field executive’s mobile number in addition to work & home number. In addition to Home Number and Work Number, now the user can capture the “Mobile Number” of the field executive. ...
How to view the live location of the field executive on a map?
While creating the employee, if the "track location" is enabled, then the Live location of the field executive can be accessed. Please follow the below instructions for the same. Log in to Zuper Account. Select the "Maps" icon from the Menu bar on ...
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 ...
How to create product locations for parts/services on the Zuper Web App?
The users should pre-define the locations for the parts/services under the settings module so that the locations will be pre-filled while using the parts/services module. Navigation: Settings --> Parts & Services --> Configurations 1. Select the ...
How do I manage my team in Zuper?
The organization's Admin can manage a team where the team leader can view the field executives on his team. Both team leaders or Admins can be added to a Team during the creation of the team. However, using an Admin account, team leaders or admins ...