How to Create and Manage Teams

Introduction

A Team in ToolSense is a group of users (via user accounts or email addresses) who collaborate on tasks like tickets, work orders, or checklists. Teams allow flexible collaboration structures—either by combining members from multiple groups or by dividing a group into sub-teams.

Stepy-By-Step Guide

Only Admins can create/edit Teams or view the Teams list

1. Navigate to Organization > Teams in the left-side navigation bar.

2. Click Add Team in the top right corner.

3. Fill out the team details:

   • Name

   • Users and/or email addresses – multiple can be added

   • Service Packages – multiple can be assigned

   • Group – defaults to the user's current group

   • (Optional) Designated Service Package

4. Click Save.

If you need support, feel free to contact us via support@toolsense.io or send us a message using the chat feature in the bottom-right corner of your ToolSense browser.