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Edit a Team

You will need to edit teams if staff:

  • leave a team

  • switch teams

  • join an additional team 

You must be a Safety Manager or Supervisor to edit a team. See User Roles for more details.

Supervisors can only add users to teams they are members of themselves. 

You cannot add someone to a team unless they are already registered as a user. See Create a User for full instructions.

  1. Log in to the Control Centre.

  2. Go to Configuration>Work Management>View/Edit.

  3. Click the Who tab.

  4. Click the Teams tab at the top of the screen.

  5. Select the team you want to edit from the panel on the left.

  6. To add a team member:

    1. Click the Select supervisor / Select operator field as appropriate.

    2. Select an existing user from the dropdown menu.

  7. To remove a team member:

    1. Find the person under the Assigned supervisors headings.

    2. Click Unassign.

  8. Click Save.

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