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Team Settings
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Knowledgebase Settings Team Settings

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Introduction to Team Settings

  The Team Settings section provides administrators and account owners with the tools needed to effectively organize and manage their workforce within Suprata. From adding new users to defining roles and organizing teams, these settings ensure that businesses can align their teams with operational needs and streamline communication. Within this section, users can add team members, create specialized teams for job management or dispatching, and assign roles that control access permissions, notification types, and dashboard visibility. By leveraging these tools, businesses can create a structured and efficient environment, ensuring team members see only the information relevant to their responsibilities while maintaining operational transparency.     Prerequisites: Account owners and those w...

Add Users

  The Add Users feature allows account owners and administrators to efficiently manage team access within Suprata. By creating individual user profiles, you can control login credentials, roles, and team assignments to ensure the right level of access for each team member. This feature also enables integration with communication tools, such as PhoneLink diallers, ensuring users can connect seamlessly to your company's VoIP system. Administrators can further enhance user profiles by adding personal information, assigning teams for dispatching workflows, and managing password resets.By streamlining user management, businesses can ensure secure, organized, and efficient team operations tailored to their specific roles and responsibilities.     Prerequisites: Account owners and those with admi...

User Email Settings

  The Email Settings feature allows administrators to configure email synchronization for individual users in the Suprata platform. By enabling email sync, users can send, receive, and manage emails directly through the platform, streamlining communication and enhancing productivity. This section requires entering the user's email server details, such as IMAP hostname, port, login credentials, and testing the connection to ensure accuracy. Proper configuration ensures seamless integration with external email systems, enabling Suprata to act as a centralized hub for both internal and external communication.     Prerequisites: Account owners and those with administrator access.     Instructions

Add Teams

  The Add Teams feature in Suprata allows administrators to create and organize teams for improved workforce management. By assigning a Team Name, selecting a Team Color for visual clarity, and specifying dispatchable technicians, businesses can streamline scheduling and task assignments. The Team Order ensures the most relevant teams appear at the top for easy access, improving efficiency for dispatchers and managers.With this feature, businesses can maintain clear team structures, enhance visibility in workflows, and simplify operations, particularly for fieldwork and technician assignments.     Prerequisites: Account owners and those with administrator access.     Instructions     From the mai

Add Roles

  The Add Roles feature allows administrators to define and customize user roles for improved access control and system organization. By naming the user group and assigning a Tag Color, roles can be visually distinguished for clarity. Administrators can configure Permissions, specify Notification Types, and assign Dashboard Widgets, ensuring users see only relevant tools and information based on their role.This feature enables businesses to streamline workflows, improve security by controlling user access, and tailor the Suprata platform to meet the unique needs of their teams and departments.     Prerequisites: Account owners and those with administrator access.     Instructions