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Creating Teams & Adding Users

Learn how to manage the Users from your Team, set up guide periodical review & who should receive Platform notifications

Updated over 2 months ago

A Team is a group of experts who can create, share, and publish Guides across Workspaces. Teams in different locations can share content with each other.

Management teams are designed to help shop floor supervisors direct their users in a flexible and intuitive way. This feature gives you the power and responsibility of managing users and teams on the SwipeGuide platform.

  • Organize your Teams based on expertise, location, or department.

  • Appoint a team to manage a subset of Guides in a Workspace.

  • Allow Teams to publish and share Guides across multiple Workspaces.

What can Teams do?

Teams are a flexible tool/unit that gives management the power to organize publishing rights and privileges.

  • One Team can publish content on multiple Workspaces.

  • One Workspace can have multiple Teams.

  • Multiple Teams can collaborate on multiple Guides in different Workspaces.

Create a Team

  1. Click "User Management" and select "Teams" in the main menu of the platform

2. Click "+" to add a new team

3. Enter your new Team's Name

4. Click "NEXT"

5. At "Add User to Team" tab, click "NEXT"

You can add existing Users later.

6. At "Set guide approval" tab, click "NEXT"

You can set Guide Approval later.

7. At "Set notification for Team" tab, click "NEXT"

8. Choose the Workspace this Team should have access to and click "SAVE"

Your new Team is now created!

Add existing Users & assigning their role

  1. Click "User Management" and then click "Teams" in the main menu of the platform

2. Click on the Team you want to manage

3. Click the "Users" tab

4. Click "Add another user"

Note: If you can't see this button, zoom out or scroll down.

5. Select the User from the dropdown list & give him/her a Role in the Team

Note: You can type the name/email address of the user to easily find the account in the list. If you can't find the user, you need to follow this article to add new user to the Platform.

6. Click "Add to Team"

Change User Roles in the Team

1. Click "User Management" and then click "Teams" in the main menu of the platform

2. Click on the Team you want to manage

3. Click on the tab "Users"

4. Select from the dropdown list a new Role for your User

Note: The changes are saved automatically.

Remove Users from the Team

1. Click "User Management" and then click "Teams" in the main menu of the platform

2. Click on the Team you want to manage

3. Click on the tab "Users"

4. Click on the "X" to remove the User from your Team

Note: The changes are saved automatically.

Set up the Notifications for your Team

You can select who in the Team should receive guide related emails notifications.

  1. Click "User Management" and select "Teams" in the main menu of the platform

2. Click on the Team you want to manage

3. Click the "Notifications" tab

4. Select who should receive guide related email notifications

  1. Select "Everyone on the team" to send all the notifications to all members of a Team

  2. Select "Team members working on the Guide" to limit the notifications to only the relevant users within a Team

Notifications coming from User Feedback on your Guide, will be shared only with the Guide Assignee

Notifications coming from Approval workflow, will be shared only with:

  • Guide assignee

  • Approver(s) of the Team

  • Guide Approval requester

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