Pulse teams are created by your Insight system administrator using the Manage Teams window. This section describes the process for creating teams, assigning users to teams, and assigning roles to users.
Note: You must be the Insight system administrator for your company to perform the steps described in this section.
Before you begin: Your account representative must have already created individual user accounts for your company. If there are no user accounts present, or if you have questions about this procedure, contact Customer Service.
This section contains the following topics:
Accessing the Manage Teams window
The Manage Teams window is where you set up and manage the teams used in Pulse reporting.
To access the Manage Teams window,
From any Insight window, click your name in the Welcome menu and then click Manage Teams:
Result: The Manage Teams window is displayed showing the structure for your teams:
Note: In the above example, teams are already created and organized in a hierarchical tree order. However, you can choose to set up your teams in a straight line descending order.
Understanding the Manage Teams window
The Manage Teams window displays the teams that are set up for your company. Included are several options for working with company teams, as described in this section:
The following applies to teams and team members:
Pulse team members are created using Insight user accounts. These user accounts are created by ConstructConnect for your company.
The three team roles are Customer Administrators, Team Administrators and Team Members.
Only the Customer Administrator position has write access to create and edit teams and to assign roles.
All teams roll up to the Customer Administrator position.
Note: You can view the names of all team members and team positions using one of the following:
clicking Display all Users at the top of the window:
clicking on the group icon in the team panel:
clicking on the pencil icon to display the Edit Team menu for the team.
Understanding team administrative rights
Only certain team members have administrative rights to create and modify teams, as described in the following table.
Full administrative rights to all teams. This position can
create, modify and delete teams.
assign roles and remove users from teams.
Only assign roles and and remove team members within the resident team.
No administrative rights.
Viewing team history
You can display a time-line of changes made to the teams.
To display the section,
move the View Team History slider at the top of the window to display the section:
In the section,
Each dot represents a change to a team.
Clicking on a dot displays the change made to the team.
You can filter the menu by using the date option at the top of the section.
Viewing the Manage Teams Change Log
The Manage Teams Change Log displays the changes made to user accounts over a period time. Included are user name and team role, date and time of change and the change event and description.
To view the log,
click Change Log at the top of the window.
Result: The Manage Teams Change Log window is displayed:
To filter by date, use the Start Date and the End Date options at the top of the section.
To export the list, click Export to Excel at the top of the section.
Pulse teams are used to help you monitor the performance of the Insight users in your company.
In the Manage Teams window, click the person icon on the team to which you are assigning roles:
Result: The Assign Team Members menu for the team is displayed:
The following table describes the sections of the Assign Team Members menu.
At the top of the menu is information relating to the team, including the team name, the level of the team in ranking order from from the default top team, the name of the company and the location of team in the Pulse user hierarchy.
User type selection
Click to filter the list by user type:
Note that All Roles is displayed by default.
Click to display users that are inactive or assigned:
Show Inactive– Users that are not assigned to a teams.
Show Assigned – Users assigned to a team.
How user status is indicated:
The following describes how user status is indicated.
When the user name is...
Then the user is...
marked with an asterisk *
assigned to multiple teams.
Check User Profile
Available only when a user is selected, click to display the subscription information for the user, including entitlements and contract start and end dates.
Click on the user name and then use the arrow to move the user into the Assigned Team Members box. Repeat this procedure in reverse to remove users from a team.