Setting Up and managing Teams in Dockflow
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      3. Setting Up and managing Teams in Dockflow

      Setting Up and Managing Teams in Dockflow

      Dockflow's team feature allows you to streamline collaboration within your organization by creating teams based on your specific needs.

      Dockflow's team feature allows you to streamline collaboration within your organization by creating teams based on your specific needs. Whether you want to organize teams by shipment types, geographical regions, clients, or any other criteria, Dockflow's team feature can match your organizational structure. Teams can be used for sending notifications to the right people and customizing dashboards.

      Adding Team Members

      Before you can set up teams, ensure that all team members are added as users in your organization. Here's how you can do it:

      1. Navigate to Settings: Click on the "Settings" option in the menu bar.
      2. Go to Organization: In the settings menu, find and select "Organization."
      3. Add Users: Here, you can add all the users you'd like to include in your teams.

      Creating Teams

      Once you have your team members added as users, you can create teams. Follow these steps to create a team:

      1. Access Teams Settings: In the Settings section, click on "Teams."

      2. Create a New Team: On this screen, you can create a new team. Choose a unique team name and assign the members you added in the previous step to this team.

      3. Assigning Tradeflows to Teams: Next, you'll need to assign tradeflows to teams. This can be accomplished in two ways.

        Using Automations

        • Go to the "Automation" section via the menu bar.
        • Create a new automation.
        • Use the "Any Change" building block to trigger the automation whenever there's a change in a tradeflow.
        • Add filter elements to specify the criteria for assigning teams. For example, you can filter by location, partners involved, clients, or any other criteria based on your team structure.
        • Add the "Assign Team to Tradeflow" building block to assign the team to the tradeflow based on your defined criteria.

        Using Excel Import

        • In the Excel import, you'll find a column with the team name as the header.
        • Enter the exact name of the team you want to assign to a tradeflow in this column.
        • The team will be automatically assigned to the tradeflow when you upload the Excel file.

      Now that you've configured teams in the settings and assigned them to tradeflows, you can set up notifications to be sent specifically to the teams involved. Follow these steps:

      1. Go to the Automation Section: Navigate to the "Automation" section in the menu bar.
      2. Use Flags: Click on "Flags" and configure your notification settings. Set the notification setting to "Team" to ensure that notifications are sent to team members when a flag is triggered.

      General Notes:

      • A user can be part of multiple teams, allowing for flexible collaboration.
      • Customize your teams to match your organizational structure and specific collaboration needs.

      With Dockflow's team feature, you can optimize collaboration, streamline notifications, and enhance your supply chain management by ensuring that the right people are informed at the right time.