The various teams in your venue are responsible for different functional areas of the business: Marketing/Guest Services, A/V and Tech, Facilities, Janitorial, Parking, F&B, and so on. Within each of these functional areas, you may have people with different levels of access to Elite (directors, managers, staff, contractors). Organizational Teams allows you to create a team for each functional area and then assign the appropriate team members to that group, without affecting their permission levels within Elite. Users can be assigned to multiple teams.
Once assigned to a team, members can view and claim Jobs for their team in the Operations Hub (permission to work jobs required). In the future, Organizational Teams may extend to additional downstream processes.
Navigate to Organizational Teams
- Click on your name in the upper left corner and select System Admin to access the Admin console.
- On the Settings tab, click Organizational Teams.
Create an Organizational Team
To create an organizational team:
- On the Organizational Teams tab, click the + plus icon. The Create Organizational Team slider opens.
- Add a Team Name.
- Add a description, if needed.
- Select members. Click the X by a member to remove them, if they were selected accidentally. Users can be in more than one organizational team.
- Click Save.
View Details and Edit an Organizational Team
In the Organizational Teams list, select a team. The General Settings and Members card will update with that team's information. To update the team name, description, or members, click the pencil on the General Settings tab.
Inactivate an Organizational Team
If a team is no longer needed, you can inactivate it. The team will still display on any existing jobs, but you edit the job you will need to select a different team. Teams cannot be deleted.
To inactivate a team:
- In the Organizational Teams list, select a team and click the pencil on the General Settings and Members card.
- Toggle Active to Inactive.
- Click Save.