Managing Teams

Teams are the primary organisational unit for collaboration in Albatross. Each team can have it's own members, areas, orders and credit allocation.

Understanding Teams

A team in Albatross:

• Belongs to a single workspace and could be seen as a department (Enviromental, Surveying etc.)
• Contains team members with specific permissions
• Has its own areas of interest
• Manages its own orders
• Has an allocated credit budget

Creating a Team

To create a new team, you need workspace-level permissions to manage teams.

Steps to Create a Team

1. Navigate to Settings in the sidebar
2. Select Teams
3. Click Create Team
4. Fill in the team details:
   • Name - A descriptive name for the team
   • Team Image (optional) - Upload an image for easy identification
5. Click Create

Your new team will appear in the team list and can now have members added.

Managing Team Members

Inviting Members

To add members to a team:

1. Go to Settings > Teams
2. Select the team you want to manage
3. Navigate to the Members section
4. Click Invite Member
5. Enter the user's email address
6. Set their permissions (see below)
7. Click Send Invitation

The user will receive an email invitation to join the team.

Team Permissions

When adding or editing a team member, you can configure these permissions:

Permission	Description
Can manage team users	Add, remove and edit permissions for team members
Can manage team areas	Create, edit and delete areas or area groups
Can manage orders	Create, edit and delete draft orders
Can approve team orders	Approve orders that are pending team approval

tip

Users need "Can manage orders" permission to create orders and "Can approve team orders" to move orders through the approval workflow.

Editing Member Permissions

1. Go to Settings > Teams > Select team > Members
2. Find the member you want to edit
3. Click the edit icon or member row
4. Update their permissions
5. Save changes

Removing Members

1. Go to Settings > Teams > Select team > Members
2. Find the member to remove
3. Click the remove/delete option
4. Confirm the removal

warning

Removing a member does not delete their work. Orders and areas they created remain in the team.

Team Credits

Credits control how much a team can spend on orders.

Viewing Credit Balance

1. Navigate to Orders for the team
2. View the Credit Budget metrics showing:
   • Allocated - Total credits assigned to the team
   • Used - Credits from completed orders
   • Pending - Estimated credits from active orders
   • Available - Remaining balance for new orders

Allocating Credits

Your Terrabit account manager can add credit to your workspace:

1. Discuss with your Terrabit account manager
2. Common credit includes:
   • Purchase Order
   • Upfront Payment
3. Your Terrabit account manager will update the appropiate workspace and team with your credit.

Editing a Team

To edit an existing team:

1. Go to Settings > Teams
2. Select the team to edit
3. Click Edit or the settings icon
4. Update the team information:
   • Team name
   • Team image
5. Save your changes

Deactivating a Team

If a team is no longer needed, you can deactivate it instead of deleting it (Must have suitable permissions)

1. Go to Settings > Teams
2. Select the team
3. Click Deactivate Team
4. Confirm the deactivation

Deactivated teams:

• No longer appear in the active team list
• Preserve all historical orders and data
• Can be reactivated later if needed
• Members lose access until reactivation

Viewing Team Activity

Team Orders

View all orders for a team:

1. Select the team in the sidebar
2. Navigate to Orders
3. Browse orders by status using the tabs and filters

Team Areas

View all areas for a team:

1. Select the team in the sidebar
2. Navigate to Overview
3. See all team areas on the interactive map

Best Practices

Team Organisation

• Create teams by project or department - Group users who work together
• Use descriptive names - Make it easy to identify teams
• Keep teams focused - Don't make teams too large

Permission Management

• Grant minimum necessary permissions - Users should only have permissions they need
• Have multiple approvers - Ensure at least two people can approve orders
• Document permissions - Keep track of who has what access

Credit Management

• Monitor spending regularly - Check credit usage regularly
• Plan for large orders - Ensure sufficient credits before creating orders
• Use purchase orders - Track budget allocation by PO for accounting

Troubleshooting Teams

Can't Create a Team

• Verify you have workspace-level permission to manage teams
• Contact your workspace administrator for access

Can't Add Members

• Ensure you have "Can manage team users" permission
• Verify the email address is correct
• Check if the user already exists in the team

Members Can't See the Team

• Verify their invitation was accepted
• Check that the team is active (not deactivated)
• Ensure they have at least one permission enabled