Create and Manage Teams

In Turfpal, teams are managed through individual user settings. This guide will explain how to create, edit, and manage teams when working with user profiles.

Creating and Assigning Teams

Teams are created and assigned while adding or editing individual users. Here's how it works:

1. Navigate to the "Users" section under "Settings" in the left sidebar.
2. Click on "+ New user" or click "ADD +" in the top right corner to create a new user, or select an existing user to edit.
3. In the user form, you'll find a "Team" field.

Creating a New Team

1. In the "Team" dropdown, type the name of the new team you want to create.
2. If the team doesn't exist, you'll see an option to "Create new team: [Team Name]".
3. Select this option to create the new team and assign it to the user.

Assigning an Existing Team

1. In the "Team" dropdown, start typing the name of an existing team.
2. Select the appropriate team from the dropdown list.

Editing or Disabling Teams

To edit or disable a team:

1. Find a user assigned to that team.
2. Edit the user's profile.
3. In the "Team" field, you can:
   • Rename the team by typing a new name.
   • Remove the team assignment by clearing the field.
   • Assign a different team.

note

Changes to a team name will affect all users assigned to that team.

Team Access to Sites

By default, all teams have access to all sites within an organization. However, you can customize this access:

1. Go to "Settings" > "Sites" in the left sidebar.
2. Select the site you want to manage access for.
3. Click on the "Access" tab.
4. You will see a list of teams. For each team, you can:
   • Grant or revoke access to the site
   • Set specific permissions for the site (e.g., View Only, Edit, Manage)

Team Tasks Visibility

Team tasks in Turfpal allow for better coordination within teams:

• Team Members: Can see all "Team Tasks" on the dashboard's Task Overview for their own team.
• Administrators and Superusers: Can see "Team Tasks" for all teams, regardless of their team membership.
• Other Users: Cannot see "Team Tasks" for teams they are not a part of.

caution

Remember that the visibility of team tasks is tied to the user's role and team membership, not just their access to a site.

Best Practices for Team Management

1. Consistent Naming: Use clear, consistent names for teams across all users.
2. Regular Updates: Periodically review user profiles to ensure team assignments are current.
3. Minimal Access: When configuring site access, grant teams access only to the sites they need.
4. Use Roles Effectively: Utilize user roles in combination with team assignments to refine access and permissions.

By effectively managing teams through user profiles, you can streamline workflow, improve communication, and ensure proper access control across your Turfpal organization.

tip

When adding multiple users who should be on the same team, create the team for the first user, then you can easily select it from the dropdown for subsequent users.