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Team Management

Team Management

Learn how to configure your Spotlight teams for your business and add members to collaborate on incident reporting.

Gemma avatar Darcy Milne avatar Alexandria Petigna avatar +1
11 articles in this collection
Written by Gemma, Darcy Milne, and Alexandria Petigna and 1 other

How to set a required field when incident is first reported

Is there a critical piece of information that you need your team to report? Here's how you can make sure it's captured every time
Gemma avatar
Written by Gemma
Updated over a week ago

How to add additional input (e.g. cause, vehicle, equipment, site) to incidents

Add structure to your incident reporting by configuring an additional input field to capture critical information
Gemma avatar
Written by Gemma
Updated over a week ago

How to rename a team

Learn how to update / change a team name
Gemma avatar
Written by Gemma
Updated over a week ago

How to remove team members and pending invites

Learn how to delete someone from a team or revoke/cancel an invite if they leave or were added by mistake
Gemma avatar
Written by Gemma
Updated over a week ago

Introduction to permissions: full access and restricted access

Take control and nominate administrators and basic users.
Gemma avatar
Written by Gemma
Updated over a week ago

How to change user permissions on Desktop (restricting user access)

Take control and nominate administrators and basic users.
Darcy Milne avatar
Written by Darcy Milne
Updated over a week ago

How to change user permissions on Mobile (restricting user access)

Take control and nominate administrators and basic users.
Darcy Milne avatar
Written by Darcy Milne
Updated over a week ago

How to create multiple teams in Spotlight

Organise your teams into regions, departments, teams or groups by using the "multiple teams" functionality.
Alexandria Petigna avatar
Written by Alexandria Petigna
Updated over a week ago

Best practice for multiple teams

When you add more team members to Spotlight, you can create multiple teams to organise your account. This article shares our best practice.
Joel Pinkham avatar
Written by Joel Pinkham
Updated over a week ago

How to add / invite team members

Spotlight is a tool for teams, this article will show you how to add your team into the app.
Joel Pinkham avatar
Written by Joel Pinkham
Updated over a week ago

Customize tags / incident types

Learn how to configure Spotlight incident types / tags
Joel Pinkham avatar
Written by Joel Pinkham
Updated over a week ago