Team

Overview

Team is where you manage everyone who uses Forz: who they are, what they can do, and how they are organized. Open it from Team in the main sidebar.

What You Can Do

• Users — invite people, edit their details, change their role, and disable or re-enable accounts. See Users.

• Skills — keep your company's skill list and assign skills to technicians for job matching. See Skills.

• Groups — sort users into groups for scheduling, timesheet filters, and the calendar. See User Groups.

• Roles — set what each role can see and do. Admins only, when Custom Roles is available on your account. See Custom Roles.

How to Access

Click Team in the main sidebar, then pick a tab. You only see the tabs your role allows: Users, Skills, and Groups follow the Team permissions, and Roles appears only for Admins.

These pages used to be under Settings (Users, Skills, Custom Roles) and the Calendar menu (User Groups). Old links to the Skills and Custom Roles settings pages now open the matching Team tab.