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Teams Management

Centro Access allows you to organize your workforce into teams for better task management and workflow.

Adding Teams​

To create new teams in your organization:

  1. Navigate to the Teams section in your organization here
  2. Click "Add New Team"
  3. Enter the team name, description, service zones and categories this team will serve
  4. Select whether the team can receive work orders
  5. Click "Create Team"
Centro Access Create Team

Managing Teams​

Once teams are created, you can:

  1. Add users to teams:
    • Navigate to the specific team in the team list
    • Click the 'Manage Members' icon from the actions of this team
    • In the'Manage members' modal that appears, you will see the tabs for current Team Members and Add Team Member
    • Go to the Add Team Member tab
    • Select a user and choose whether this user will be a team leader
    • Click "Add Member"
Centro Access Manage Team
  1. Organize teams by department or function:
    • Use team service categories
    • Create hierarchical team structures by selecting parent teams if needed
    • Assign specific service zones to teams

For additional information about Teams, please visit our Teams Guide.