How to access and manage teams in the Zuper mobile app?
The teams module in Zuper allows organizations to organize their field executives into different teams. Admins or team leaders can be assigned to each team to manage the field executives effectively. This module helps streamline team management, ensuring that each field executive is grouped appropriately and led by the right supervisor.
In this article, you will learn how to navigate the Teams listing and details page. We'll cover how to view and search for teams, apply filters, and sort data, as well as how to assign team leaders and manage team-related activities. Whether you are using the mobile or tablet version, this article will help you leverage Zuper's features to optimize your team's structure and performance.
Teams listing page
To view the list of teams and their details, follow these steps:
1.
Click the "Teams and Users" module from the top-left hamburger icon and select "Teams"
Mobile:
Tab:
2. You can view the list of teams created on the listing page.
Mobile:
Tab:
Teams details page
To view each team's details after creating them, follow these steps:
1. Select any of the teams from the listing page.
2. On the details tab, you can view details such as team leaders, administrators, and field executives associated with the team.
3. To view additional details, tap the following tabs: Associated, Files, and Activity.
- Associated: Displays linked jobs, time-off requests, and other relevant details of users associated with the team.
- Files: View any documents or files linked to the team.
- Activity: Shows a log of actions and updates that have occurred within the team.
Mobile:
Tab:
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