Setting Up Teams

1. From the Portal site, go to the Teams dropdown.
2. Select Teams.

3. On the Teams page, click + New Team.

4. Key in your team’s name. Examples include “The Best Team,” “Ops @ ION Orchard,” and more.
5. Select Department. If you haven’t set up a department, head to Creating a Department to create or remove one. Departments are helpful for assigning tasks, functions, and allocating issues effectively.
6. Select Location. You can either select a branch or a unit.
7. Select Team Type(s). You can choose more than one. In TreeAMS, Team Type refers to the team’s functions, such as:
   • Chats 👉 the team can have its own channel or chat room.
   • Assignments 👉 the team can be assigned to tasks or responsibilities.
   • Issues 👉 the team can be assigned as an Issue Fixer — responsible for resolving reported issues.
   • Documents 👉 the team can manage documents in the system and receive notifications about document expiration.

8. Configure the team’s Permissions:
   • Allow Time Attendance 👉 when enabled, team members can clock in and out using the system. Do note that only one team per network (i.e., branch or unit) can have time attendance enabled.
   • Allow Geolocation 👉 when enabled, TreeAMS will verify the team members’ location before clocking in/out and for all geolocation-enabled tasks.
   • Allow Parent Nodes 👉 When enabled, team managers can invite users from their Parent Node (if they have access). For example:If a manager has access to Branch 1 and the team is created for Outlet 1, enabling this setting lets them add users with Branch 1 access. If not enabled, they can only add users from Outlet 1.
   • Private Chat 👉 if the Team Type includes Chats and this is enabled, the team will have a private channel that cannot be accessed by non-team members.
9. Add more team members to the team! Note that only users with access to the location can be added.
10. Assign at least one role to every team member. Refer to the illustration below for more details on each role.
*Coming soon
11. Finally, click Save!

Creating a Department

Again, to create a department, your role must be either a Site Admin or a Site User with the TreeAMS Teams Manager sub-role. For more details on the different roles in TreeAMS, refer to User Types. If you're unsure of your role, please check with your manager, supervisor, or administrator.