5.7 How do I create and edit Teams in the Control Center?

Updated on Aug 01, 2025

2. Click on Teams.

eFactoryPro - Control Center — Mozilla Firefox

3. The Teams Screen loads and on the left you will see a list of Site Teams.

4. To add a new Team, click on the +icon.

6. Search for the team member you want to add in the Search bar and select the user. Repeat as needed.

7. When all Team Members have been added. Click Save.

Managing Team Members:

8. In the Control Center, select the team you would like to make changes to.

9. Search for the team member you want to add/delete and click the Inactive/Active toggle to make the user Active/Inactive.

10. When all Team Members have been added. Click Save.

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Previous Article 5.6 Mi sitio no utiliza Workday. ¿Cómo puedo crear un programa de trabajo en el Centro de Control para la función de Programación Diaria del Portal de Planeador?

Next Article 6.1 PLANNING WIZARD: Is there an overview of the Planning Wizard in the Planner Portal?

Planner Scheduler Documentation

1. ABOUT WORK ORDERS AND TASKS 11

2. PMs 31

3. P/S FUNCTIONS IN THE PORTAL 13

4. P/S: REPORTS 22

5. Planner Portal Functionality in the Control Center 7

6. PLANNER PORTAL: PLANNING WIZARD 13

7. PLANNER PORTAL: JOB PLANS 36

8. PLANNER PORTAL: PRE-DEFINED STEPS 3

9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 13

10. PLANNER PORTAL: DAILY SCHEDULING 20

11. PLANNER PORTAL: Tips and Tricks 5

12. Finding Work as a Technician 2

13. P/S Step by Steps 7

14. Meters 7

15. Schedule Board in the Client - Retiring Soon 9

Other Resources

eFactoryPro Wiki

5.7 How do I create and edit Teams in the Control Center?

1. From the Navigation Pane in the Work Module, click on the Control Center tab.

2. Click on Teams.

3. The Teams Screen loads and on the left you will see a list of Site Teams.

4. To add a new Team, click on the +icon.

6. Search for the team member you want to add in the Search bar and select the user. Repeat as needed.

7. When all Team Members have been added. Click Save.

Managing Team Members:

8. In the Control Center, select the team you would like to make changes to.

9. Search for the team member you want to add/delete and click the Inactive/Active toggle to make the user Active/Inactive.

10. When all Team Members have been added. Click Save.

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Planner Scheduler Documentation

Other Resources

5.7 How do I create and edit Teams in the Control Center?

1. From the Navigation Pane in the Work Module, click on the Control Center tab.

2. Click on Teams.

3. The Teams Screen loads and on the left you will see a list of Site Teams.

4. To add a new Team, click on the +icon.

5. Fill in the details on the right side of the screen about your team (Team ID, Description, Active).

6. Search for the team member you want to add in the Search bar and select the user. Repeat as needed.

7. When all Team Members have been added. Click Save.

Managing Team Members:

8. In the Control Center, select the team you would like to make changes to.

9. Search for the team member you want to add/delete and click the Inactive/Active toggle to make the user Active/Inactive.

10. When all Team Members have been added. Click Save.

0 Comments

Add your comment

Planner Scheduler Documentation

Other Resources