What are teams and how are they used?

This guide explains how teams are used within the platform and how they help organisations organise users for reporting and filtering purposes.

Teams provide an additional organisational layer beneath Sites or Departments.

What Is a Team?

A team is a subgroup of users within a site or department.

Teams are primarily used to organise users and improve reporting visibility.

Examples may include:

• Packing Team 1

• Packing Team 2

• Production Team A

• Production Team B

• Night Shift

• Day Shift

Why Use Teams?

Teams help organisations:

• Separate users into smaller groups.

• Improve reporting.

• Simplify filtering.

• Analyse training data more effectively.

Teams are particularly useful when large numbers of users exist within the same site or department.

Team Structure

A typical structure may look like:

Group
 → Site / Department
 → Team
 → User

This additional layer helps organisations analyse training information in greater detail.

Do Teams Have Team Leaders?

No.

Unlike groups and sites, teams do not normally have a dedicated team leader role.

There are no team-specific permissions or access restrictions.

Management responsibilities remain with the Group Leader or Site Leader.

How Teams Are Used

Teams are commonly used within:

• Training matrix filters.

• Compliance reports.

• User reports.

This allows managers to review training information for a specific team without reviewing the entire site.

User Access

Assigning a user to a team does not normally change their permissions.

Teams are used primarily for:

• Organisation.

• Reporting.

• Filtering.

• Analysis.

They are not generally used as an access control mechanism.

Best Practice

When using Teams:

• Create meaningful team names.

• Use Teams consistently.

• Review team assignments regularly.

• Update team information when organisational structures change.

Platform Variations

Teams are not available in all academies.

Some academies use only Groups and Sites.

Some use groups, sites, and teams together.

In other academies, Teams may not exist at all, and users are organized solely through Groups or departments.

Where Teams are available, they are primarily used for reporting and data analysis rather than user management permissions.