Teams

In AssetOps, teams are created at the building level. A team is a group of users who complete work orders assigned to that team at a specific building. Teams are organized by purpose, such as HVAC, plumbing, or security. You assign teams when creating work orders or scheduling maintenance. Open a building from Buildings, then select Teams in the building sidebar.

View the teams list

The Teams page lists every team for the selected building.

AssetOps Teams page for KodeLabs HQ with Name and Members columns, search field, and Add Team button — The Teams page lists team names and member counts with search and add actions

Column	Description
Name	Team display name
Members	Number of users assigned to the team

Use the search field to filter teams by name. Select + Add Team to create a new team.

Create a team

Creating a team uses a two-step flow: General info and Assign members.

Step 1: General info

Field

required

Display name for the team, such as HVAC or Plumbers.

Field

Optional details about the team’s responsibilities. Supports rich text formatting.

Open Teams

From the portfolio level, open a building, then select Teams.

Select + Add Team

Select + Add Team in the top right.

Enter general info

Enter Name and Description, then select Continue.

Step 2: Assign members

Add Team modal step two Assign members with searchable user list, Position column, and Lead Member toggles — Search for users and assign them to the team

Search for users, then select checkboxes for each member to add. The table includes:

Column	Description
Name	User display name
Email	User email address
Position	Role or title, if provided
Lead member	Toggle to designate the team lead

Enable Lead member for one or more users who coordinate work for the team.

Select Create to save the team. Use Back to change general info, or Cancel to exit.

Team details

Select a team from the list to open its details page.

General information

Review Name and Description. Select Edit to update team details. Use the menu in the upper right corner to delete the team.

Members

The Members section lists users assigned to the team.

Column	Description
Name	Member display name
Position	Role or title
Email	Contact email
Phone number	Contact phone, if provided
Lead member	Whether the user is a team lead

Select Assign to add members after the team is created. Use search to find users in large teams.

Unassign a member

Open the row menu on a member and select Unassign to remove that user from the team.

Team members table row menu showing Unassign option and Lead Member toggle — Use the row menu to unassign a member or toggle lead member status

Toggle Lead member on or off directly in the table to change team lead designation without unassigning the user.

Work orders

Assign teams when you create work orders at the building level.

Routing & dispatch

Route work to teams automatically based on category and rules.

Get Started

Portfolio level

Building level

Reference

View the teams list