Creating Teams


While the process for creating Teams with Field Squared is rather simple, the utility of Teams is very powerful and can be used in impressive ways.<link>

To get started with creating a Team, you must first create your Team members. To learn more check out Adding New Users to Field Squared.

Once you have created users, click the TEAM button in the App Builder and select the tab labeled Teams. Here you'll be able to create and edit Teams. Add Team Details such as Name, Address (if you have geographically dispersed Teams), Latitude and Longitude, and a photo. These last two items are custom fields we've added to our Team Details, however these can be changed depending on your unique requirements. Learn how to create and configure Custom Fields.

We have two lists of users. The first list is all the current users in your system. Here you can click the users you want to add to your Team. If you have a lot of users, you can search by name. The following list shows the Team members you’ve just selected. Here you can select a Team Leader.Finally, supervisors can determine who has permission to see this team via Visibility Settings. Options include: Anyone, Their Team, Themselves.


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