Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Last updated April 1, 2024

Creating teams

In EasyBase, you can add users and employees to teams. You may want to create a team for different situations such as installations teams so that if you are scheduling an appointment for more than 1 person, you can select the team and then this will add the job to the calendar of all members of the selected team.

Getting Started

In order to create a team, firstly, access the system settings. You can do this by either clicking on the “System Settings” tab on the navigation panel or by clicking the settings icon located in the top right corner of the main window.

Within the system settings window, proceed to the ‘Company’ tab.

Scroll right to the bottom on this tab and you’ll find a ‘Teams’ section.

Click on the ‘Create Team +’ button in order to create a new team.

Creating a Team

The ‘Create Team’ window that appears enables you to input a title (the name of the team), specify a department (such as installations, administration, etc.), and assign a color to your team for easy identification.

To include team members in your team, simply click on the ‘Add To Team +’ button. This action will prompt a new window to appear, resembling the following:

To add a new member to your team, select the checkbox on the row corresponding to the user you wish to include, then click on ‘Add to Team +’. This action will successfully add the selected user or employee to your newly created team.

Once you’ve added all the relevant details, go ahead and click on ‘Create +’ and this will generate a new team for you.