Setting Up Teams

This section covers:

1. What is the Teams feature in TreeAMS?
2. Creating a Team
3. Setting Up a Default Team
4. Creating a Department

What is the Teams feature in TreeAMS?

Teams is a powerful feature in TreeAMS that helps you organise your people by function, location, and responsibility — so you can collaborate more effectively and get things done faster.

With Teams, you can:

1. Group users based on their departments and/or duties
2. Streamline task assignment and accountability
3. Manage permissions and visibility more easily

Creating a Team

To create a team, 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.

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. Therefore, it is highly recommended that you create one team consisting of all members at that location.
   • 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 (higher level) AND their current team level.
     • 👉 When DISABLED: Team Managers can only invite users from their current team level (no higher-level access).

     💡 Why including team members from HQ/Parent Branch is important:
     This allows HQ or Parent Branch users—such as Auditors, Trainers, and Operations Managers—to assign tasks and gain visibility into the store’s performance.

   • 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

🚨 At least one team member must have the Assignee role if you want to assign tasks such as checklists, training, or other task types to the team or individual users.

11. Finally, click Save!

Setting Up a Default Team

A Default Team in TreeAMS is a team that is automatically available for certain actions across the platform. It does not mean that tasks are assigned automatically, but rather that the team is pre-selected as an option for various purposes.

Default Teams can be used for:

1. Assignments: Available as assignees, reviewers, or acknowledgees.
2. Product Level & Cart: Can act as approvers or receivers of product transfers.
3. Issue Tracker & Asset Management: Can serve as issue fixers.

Having a Default Team ensures that these roles are consistently available across different modules, making workflows smoother and reducing the need to manually select teams each time.

Here's how you can set up a default team:

1. Go to Desk. Learn how you can switch to Desk here!
2. Go to Settings
3. Click Network and select Network Tree

4. Click your branch or unit so that the right menu will appear
5. Click Edit

6. Add at least one team for issue resolution.

💡 If you have different issue types, it is strongly recommended that you have all the issue fixer teams as the Default Issue Team.

7. Add at least one team for assignments

💡 Make sure that the team has at least one team manager and assignee!


8. 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.

1. If you are on the Portal site, switch to Desk. Learn how you can switch from Portal to Desk here.
2. Select the Teams menu.
3. Click Departments.

4. Click Add TAMS Department.

5. Enter the name of your new department.
6. Click Save.

If you need assistance, please email us at connect@treeams.com . We are happy to help! 👋😊