{ "_path": "/help-center/getting-started/setup-team", "_dir": "getting-started", "_draft": false, "_partial": false, "_locale": "", "title": "Setting Up Your Team", "description": "Learn how to invite users and organize your team structure in Algus.", "slug": "setup-team", "category": "getting-started", "readTime": 6, "lastUpdated": "2024-12-15", "body": { "type": "root", "children": [ { "type": "element", "tag": "h1", "props": { "id": "setting-up-your-team" }, "children": [ { "type": "text", "value": "Setting Up Your Team" } ] }, { "type": "element", "tag": "p", "props": {}, "children": [ { "type": "text", "value": "Organizing your team properly is crucial for effective use of Algus. 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"id": "inviting-team-members" }, "children": [ { "type": "text", "value": "Inviting Team Members" } ] }, { "type": "element", "tag": "h3", "props": { "id": "step-1-access-user-management" }, "children": [ { "type": "text", "value": "Step 1: Access User Management" } ] }, { "type": "element", "tag": "ol", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Go to " }, { "type": "element", "tag": "strong", "props": {}, "children": [ { "type": "text", "value": "Dashboard > Team Members" } ] } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Click " }, { "type": "element", "tag": "strong", "props": {}, "children": [ { "type": "text", "value": "\"Invite Users\"" } ] } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "step-2-add-user-information" }, "children": [ { "type": "text", "value": "Step 2: Add User Information" } ] }, { "type": "element", "tag": "ol", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Enter email addresses (one per line for bulk invites)" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Select the appropriate role for each user" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Choose which departments/teams they belong to" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set any specific permissions or restrictions" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "step-3-send-invitations" }, "children": [ { "type": "text", "value": "Step 3: Send Invitations" } ] }, { "type": "element", "tag": "ol", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Add a personal message (optional)" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Click " }, { "type": "element", "tag": "strong", "props": {}, "children": [ { "type": "text", "value": "\"Send Invitations\"" } ] } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Users will receive an email with setup instructions" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "organizing-your-team-structure" }, "children": [ { "type": "text", "value": "Organizing Your Team Structure" } ] }, { "type": "element", "tag": "h3", "props": { "id": "departments" }, "children": [ { "type": "text", "value": "Departments" } ] }, { "type": "element", "tag": "p", "props": {}, "children": [ { "type": "text", "value": "Create departments that match your organizational structure:" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Operations" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Quality Control" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Safety" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Maintenance" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Management" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "teams" }, "children": [ { "type": "text", "value": "Teams" } ] }, { "type": "element", "tag": "p", "props": {}, "children": [ { "type": "text", "value": "Within departments, create specific teams:" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Shift A, Shift B, Shift C" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Production Line 1, Production Line 2" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "North Facility, South Facility" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "locations" }, "children": [ { "type": "text", "value": "Locations" } ] }, { "type": "element", "tag": "p", "props": {}, "children": [ { "type": "text", "value": "Set up locations for multi-site organizations:" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Main Plant" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Warehouse A" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Regional Office" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Remote Sites" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "setting-permissions" }, "children": [ { "type": "text", "value": "Setting Permissions" } ] }, { "type": "element", "tag": "h3", "props": { "id": "template-access" }, "children": [ { "type": "text", "value": "Template Access" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Control which users can create/edit templates" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Assign templates to specific roles or departments" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set approval requirements for template changes" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "data-access" }, "children": [ { "type": "text", "value": "Data Access" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Define what data each role can see" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set up data filtering by location or department" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Configure privacy settings for sensitive information" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "workflow-permissions" }, "children": [ { "type": "text", "value": "Workflow Permissions" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Assign approval authority to managers" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set up escalation paths for issues" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Define who can close tasks and incidents" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "best-practices" }, "children": [ { "type": "text", "value": "Best Practices" } ] }, { "type": "element", "tag": "h3", "props": { "id": "start-small" }, "children": [ { "type": "text", "value": "Start Small" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Begin with a core team of 3-5 users" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Add more users gradually as processes are established" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Train power users first, then expand" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "clear-role-definitions" }, "children": [ { "type": "text", "value": "Clear Role Definitions" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Document what each role can and cannot do" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Communicate expectations clearly" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Provide role-specific training" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "regular-reviews" }, "children": [ { "type": "text", "value": "Regular Reviews" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Review user access quarterly" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Remove inactive users promptly" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Update roles as responsibilities change" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "user-onboarding-process" }, "children": [ { "type": "text", "value": "User Onboarding Process" } ] }, { "type": "element", "tag": "h3", "props": { "id": "_1-pre-invitation-setup" }, "children": [ { "type": "text", "value": "1. Pre-Invitation Setup" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Prepare user accounts and role assignments" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Create department/team structures" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set up initial templates and workflows" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "_2-send-invitations" }, "children": [ { "type": "text", "value": "2. Send Invitations" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Include welcome message with context" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Provide initial training materials" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set expectations for first login" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "_3-first-login-support" }, "children": [ { "type": "text", "value": "3. First Login Support" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Guide users through initial setup" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Help them download mobile apps" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Show them relevant templates and tasks" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "_4-training-and-support" }, "children": [ { "type": "text", "value": "4. Training and Support" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Provide role-specific training" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Create quick reference guides" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Establish support channels" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "managing-user-lifecycle" }, "children": [ { "type": "text", "value": "Managing User Lifecycle" } ] }, { "type": "element", "tag": "h3", "props": { "id": "new-hires" }, "children": [ { "type": "text", "value": "New Hires" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Add to appropriate teams and departments" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Assign relevant templates and training" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Set up mentorship with experienced users" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "role-changes" }, "children": [ { "type": "text", "value": "Role Changes" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Update permissions when roles change" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Retrain on new responsibilities" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Adjust access to sensitive data" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "departures" }, "children": [ { "type": "text", "value": "Departures" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Remove access immediately" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Transfer ownership of critical data" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Document any ongoing responsibilities" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "troubleshooting-common-issues" }, "children": [ { "type": "text", "value": "Troubleshooting Common Issues" } ] }, { "type": "element", "tag": "h3", "props": { "id": "users-not-receiving-invitations" }, "children": [ { "type": "text", "value": "Users Not Receiving Invitations" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Check spam/junk folders" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": 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"type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Ensure users have correct app permissions" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Help with mobile app installation" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Test offline functionality" } ] } ] }, { "type": "element", "tag": "h2", "props": { "id": "advanced-team-management" }, "children": [ { "type": "text", "value": "Advanced Team Management" } ] }, { "type": "element", "tag": "h3", "props": { "id": "bulk-operations" }, "children": [ { "type": "text", "value": "Bulk Operations" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Import users from CSV files" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Bulk role changes" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Mass template assignments" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "integration-with-hr-systems" }, "children": [ { "type": "text", "value": "Integration with HR Systems" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Sync with Active Directory" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Automated user provisioning" } ] }, { "type": "element", "tag": "li", "props": {}, "children": [ { "type": "text", "value": "Role-based access control (RBAC)" } ] } ] }, { "type": "element", "tag": "h3", "props": { "id": "compliance-and-auditing" }, "children": [ { "type": "text", "value": "Compliance and Auditing" } ] }, { "type": "element", "tag": "ul", "props": {}, "children": [ { "type": "element", "tag": "li", "props": {}, "children": [ { 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