Set up a team
Create a team to group users and give a team leader visibility over their team's data without exposing firm-wide information.
What you'll achieve
A named team with members assigned and a team leader appointed.
1
Navigate to Administration > Manage Teams.
2
Click Create new team.
3
Add members from the staff selector — click Add or double-click a name to include them.
4
Appoint a team leader by checking the Team leader box next to a member's name.
Note: If the team leader does not have the correct data visibility permissions, Workzilla will prompt you to grant them team-level visibility and manager permissions.
5
Enter a name for the team.
6
Click Save.
Done
Your team is set up. Team members and their leader can be edited or removed from the Manage Teams page at any time.