Want to setup regional hubs, departments that deal with specific inspections or managers that deal with specific clients?
Now you can with our new advanced teams module. Setup user groups and assign your team members to them to filter what they can see or be notified about within InventoryBase.
Simply click Team at the top of the screen, followed by selecting on the Teams tab
From here click Add New Team where you can choose your Team's name as well as add a description
Once you select Add Team, you then have the option to add 'Team Rules'
You can add the following rules:
Inspection Type: this only allows the team access to specific Inspection Types
Address City/County: this will allow the team access to addresses where the city or county match. This is a free typing field, so you can type the location in the text box
Address Postcode: this will allow the team access to addresses where the start of the postcode matches. You can freely enter the beginning of the postcode in the text box
Client: this allows the team access to view only specific clients. Choose one of your clients from the drop down menu.
Tag: this provides unlimited flexibility over what properties people can see by simply tagging properties with a label and selecting that label to be visible to this team. You can find out more about property tags here.
NOTE: We've added a new team rule for matching inspections, properties, activities, etc. by property address country.
You can add as many rules as you need to. If you made a mistake, simply delete the rule by selecting the bin icon.
Once you have finished adding Rules to the Team, click View All Teams to see a list of all teams created.
To add a User to a team, select Team > *Users Name* > Edit User > Choose Team
If a user is in a team, Inventory Base will only show the other clerks that are in their team. However, if they're an admin then they'll still be able to see all clerks across the system.
Our Advanced Teams feature now gives you a quick look at how many team members are assigned to each team.
Navigate to your Teams tab > you will now see the amount of members for each team on the right of your online dashboard.