A team is a group of users in the Platform. You can create teams based on their location, departments, machines, etc. The members of a team can be assigned to a Role:
Platform Admin
Platform Admin
Goal: Manage the platform and administer workspaces and teams.
Platform Admins can perform the following actions:
Create Workspaces
Create Teams
Add new users to any Team
Resend user invitations
Create a branding theme for any Workspace
Create new guides
Edit existing Guides owned by any Team
Create and apply sign-offs
Publish Guides owned by any team in any Workspaces on their Platform
Share content with end-users through QR Codes or Share Links
See and export all checklist & sign-off results
See adoption & usage analytics
Admin
Admin
Goal: Manage Teams and Content
Admins can perform the following actions:
Add new users to their team
Resend user invitations
Edit their Team(s)
Create a branding theme for their Workspace
Set a Management Team for their Workspace
Create new guides
Edit existing guides owned by their Team
Create and apply sign-offs
Publish guides owned by their Team in the Workspaces assigned to their Team
Share content with end-users through QR Codes or Share links
See and export checklist & sign-off results on Guides belonging to my Team
See adoption & usage analytics for my Workspaces
Editor
Editor
Goal: Creating Guides & Editing Content
Editors can perform the following actions:
Create new guides for their Team
Edit existing guides owned by their Team
Publish guides owned by their Team in the Workspaces assigned to their Team
Share content with end-users through QR codes or links
See and export all checklist results on Guides belonging to my Team
See adoption & usage analytics for my Workspaces
Viewer
Viewer
Goal: View Content & Share Feedback
Viewers can perform the following actions:
Log in on their Team(s) Workspaces
View Published Guides on their Team(s) Workspaces
Give Feedback on Guides, Instructions, and Steps
You can find below some examples of Team structure to help you define yours.
One Team → Several Workspaces
One Team → Several Workspaces
Beer company Z has a Platform with the URL beercompanyz.swipeguide.com
This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform:
Brewery A: brewerya-beercompanyz.swipeguide.com
Brewery B: breweryb-beercompanyz.swipeguide.com
Brewery C: breweryc-beercompanyz.swipeguide.com
Brewery D: breweryd-beercompanyz.swipeguide.com
These breweries want to share best practices, since they have similar processes and equipment. Beer Company Z appoints one Team of experts, with users from all three breweries, to publish and share work instructions across all Workspaces in the Platform.
Several Teams → One Workspace
Several Teams → One Workspace
Beer company Z has a Platform with the URL beercompanyz.swipeguide.com.
This company has one brewery, called Brewery A. This brewery has its own dedicated Workspace where all of their published guides and instructions are located.
Beer company Z appoints three expert Teams, each team consisting of people from different production lines. These Teams provide their expert knowledge about their lines to the shared workspace.
Several Teams → Several Workspaces
Several Teams → Several Workspaces
Beer company Z has a Platform with the URL beercompanyz.swipeguide.com.
This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform:
Brewery A: brewerya-beercompanyz.swipeguide.com
Brewery B: breweryb-beercompanyz.swipeguide.com
Brewery C: breweryc-beercompanyz.swipeguide.com
Brewery D: breweryd-beercompanyz.swipeguide.com
Beer Company Z appoints three expert Teams, each team consisting of people from different production areas (production, bottling, cleaning, maintenance, etc.). These Teams provide their expert knowledge about their lines to all four shared workspaces.
Several Teams → Specific Workspaces
Several Teams → Specific Workspaces
Beer company Z has a Platform with the URL beercompanyz.swipeguide.com.
This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform:
Brewery A: brewerya-beercompanyz.swipeguide.com
Brewery B: breweryb-beercompanyz.swipeguide.com
Brewery C: breweryc-beercompanyz.swipeguide.com
Brewery D: breweryd-beercompanyz.swipeguide.com
Beer company Z appoints three expert Teams, each team consisting of people from different production areas (production, bottling, cleaning, maintenance, etc.).
These Teams provide their expert knowledge about their lines to all four shared workspaces:
Team 1 only has access to publish content to the Workspace of Brewery A.
Team 2 can publish content to all four Workspaces.
Team 3 can publish to the Workspaces of Brewery B and D, but not A and C.