This article demonstrates how to create a sub-group/Team on the Safety Portal.
Sometimes, admins may want to create sub-groups under their main orgs. This is especially helpful if a group of workers are on the same shift and you want that group to have the same settings (e.g. Start/Stop settings).
To create a sub-group/team:
1. Log in to the Safety Portal by visiting: https://safetyportal.becklar.com/dashboard/.
2. Click the drop-down arrow to the right of the main organization's name.
3. If there are already sub-groups or teams, they will be listed. If not, only the main organization will be listed. In the example below, there are already four sub-groups.
4. Hover to the right of the main org's name to reveal the options button. Then, click it.
5. Click "Add New Sub-Org."
6. Type the name of the sub-org.
7. Leave the box next to "Prevent members from joining this group/team" unchecked so that members can join that group. Otherwise, if you are creating the sub-group as a test, you can check the box.
8. Click "ADD."
9. The new group will be added to the list of sub-groups.
You can also create sub-groups within a sub-group, and so on and so forth. To do that:
1. Hover to the right of the sub-group to which you want to create another sub-group to reveal the options button. Then, click it. Afterwards, click "Add New Sub-Org"
2. Follow the instructions starting at "5" above.
3. After the sub-group is created, you will notice a drop-down arrow appear by the first sub-group. That means there is a sub-group under it. Click it to see the sub-group.
In this example, the admin added another sub-group called "Day Shift" under the just-created "North Eastern" sub-group.
Notice the drop-down arrows next to the sub-groups that were already created. That means they all have sub-groups under them.
You can click the drop-down arrows to reveal all the sub-groups.
Next Steps
Now that you have learned how to add a sub-group or team to an org, you may want to learn how to add members to a group/team. Click here to view that article.