Editing Teams

Team structures determine who is automatically added to projects, and what permissions are available for them in those projects. To edit teams in Smart Construction Field:

1. Tap the icon in the upper right corner to open the Main Menu.
   
   
2. The Main Menu opens, tap the Teams option to proceed.
   
   
   
3. The Teams screen opens. Tap the name of the team you wish to edit.
   
   
4. The Team Detail screen opens. Tap the Edit icon to continue.
   
   
5. The Edit Team dialogue opens, displaying the following:
   
   

   a.	Back Arrow: Tap this arrow to return to the previous screen, discarding changes.
   b.	Delete Team: Tap this icon to delete the team you are viewing.
   c.	Extended Team Status: An internal team is made up of users from within your organization. An Extended Team may have users from outside your organization as well--these might be contractors or consultants on your project. This field cannot be edited.
   d.	Active Team Toggle: If a team is being set up, but not ready to be used this toggle will make the team "inactive," hiding it from the list of available teams and preventing its use.
   e.	Team Name: Enter a name for the team. This field is required and editable.
   f.	Team Description: Enter or edit a description for the team if you wish.
   g.	Add Member: Tap to begin adding members to your team. By default, the only member on your team will be the person who set the team up. Tapping the Add Member button will open the Search Users dialogue, which searches your internal organization--chose the user you wish to add, then repeat this step until all needed users have been added. If the user you wish to add does not appear in the list, choose the Add User option at the bottom of the listing to create that user.
   h.	Add from Email: Tap to enter a specific email address. This allows users from outside your organization to be included as long as they have a license for the app.
   i.	Team Member: The members of your team are listed here.
   j.	Leadership Marker: Team members denoted by a star are Primary Leaders (yellow star) or Leaders (white star).
   k.	Rank: Choose a role to correspond to each team member. By default anyone added to the team joins as a "Member." Primary Leader: This user has complete control to invite new members and edit and delete team activity. (Note that only one member can hold this role at a time, and extended team members may not be the Primary Leader.) Leader: This user has the same rights and roles as the Primary Leader except they cannot edit the Primary Leader. Member: This user can view all team activity but can only edit and delete their own Smart Tasks, not those created by others. Viewer: This user can view activity but cannot create or be assigned tasks.
   l.	Active Member Toggle: Tap to deactivate a team member. This does not delete their activity within the team, but changes their access so that they are no longer able to view or contribute in team projects.
   m.	Proceed Button: Tap this Checkmark button to proceed in creating a new team.
   n.	Cancel Button: Tap this "X" button to cancel the creation of a new team.