Team Member Groups

Create a Group

1. Click Administration in the sidebar to the left.
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2. Click Settings in the expanded menu.
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3. Click the second tab for Unit Settings.
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4. Click New Group in the top right corner of the Group List module.

5. Type the Group Name in the popup window that appears.
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6. Click the green Create Group button to save your changes.

7. Click the Edit button on the line for your new group to add members.

8. Click the + icon to add a new member to the group. It is important to note that
team members must be active contacts in SiteZeus to be available for selection in
the dropdown. 

9. Type the contact name in the first box. Check the box below the name if the new
individual should be associated to all units with this group attached.

10. Select the Role that this person will be assigned within the team. These roles are
configurable per client under Select Lists and can be changed or added at any
time.

11. Click the green Update Group button to save your members.

Edit a Group

1. Click Edit on the line for the Region you would like to edit.

2. Click the red X to delete any team members from the group.

3. Click Delete to delete the entire group.

Add a Group to a Unit

1. Navigate to the details page of any unit (Site, Project or Location) to which you would like to add a pre-created group.
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2. Click the pencil icon in the Team box.

3. Click Add Group at the top of the box to add a new group.

4. Select the group from the dropdown. Names, roles and contact information will
automatically populate.

5. Click Add Members to List to complete the addition of the group to the team.

6. Click Save Changes to save the team.