How to Assign Users to Teams and Sites
Teams and site assignments control operational visibility, reporting structure, and workflow routing.
simplchek
Last Update 2 bulan yang lalu
Why Team & Site
Assignment Matters
Assignments determine:
·
Dashboard visibility
·
Task access
·
Operational reporting
·
Approval routing
Site-specific workflows
Step-by-Step Guide: How to Assign Users to Teams and Sites
Step 1 — Open User Profile
Navigate to:
Setup → Manage User
Step 2 — Select the User
Click “Edit”.
Step 3 — Assign Team or Site
Assign:
Step 4 — Save Changes
Assignments update immediately.
✅ Match assignments to operational responsibilities
✅ Organize users by location or department
✅ Review site visibility regularly
Step 1 — Open User Profile
Navigate to:
Setup → Manage User
Step 2 — Select the User
Click “Edit”.
Step 3 — Assign Team or Site
Assign:
- Department
- Team
- Site
- Branch
- Operational Unit
- Region
Step 4 — Save Changes
Assignments update immediately.
✅ Match assignments to operational responsibilities
✅ Organize users by location or department
✅ Review site visibility regularly