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Making a team for adding staff to jobs Article

Shakes Nathan
posted this on November 11, 2011 12:51

A team is a list of staff that can be loaded in one click when a job is being scheduled for a certain client. They are created in the Administrator area, and teams are made for clients as opposed to made for staff departments.

To make teams, go to the Administrator tab and click the staff icon. Teams are made on each individual staff record, so start with one member of staff and select the tab at the bottom of the screen called clients.

Here you can search under the header 'available clients' and select any number of companies (by clicking on their name in the results list), to add to that person's client list.

Repeat with all members of staff who you want to use in the team function.

If you add (for example) the company of Sohnar in this way to 5 staff member's client lists, you will now have a team of these 5 to load as a 'team' onto any Sohnar job.

In the job screen, at the add team section, click the 'load team' button to drop the listed staff for that client into the job.