The Teams section brings together team information, membership, workspace access, and credit usage.
How to Access Teams
Open the dropdown menu in the top-left corner of qbiqPlan.
Select Admin.
Select Teams from the left navigation menu.
Team Information
The Teams table includes:
Team Name: The name entered during setup.
Description: The team’s purpose or notes.
Members Count: The number of users in the team.
Workspaces: The workspaces assigned to the team.
How to Create a Team
Before assigning members and workspaces, invite the users through Users and create the required workspaces.
Click Create Team.
Complete the team information:
Team Name: Enter a name for the team.
Description: Describe the team’s responsibilities, clients, or region.
Units: Select FT. (Feet) or M. (Meters).
Workspace: Select a workspace. To include more, click + Add Another Workspace.
Click Create.
Finalize Team Setup
Review the team’s workspaces and add its members:
Find the team in the table.
Click the three-dot menu (⋮) and select Edit Team.
Open Team Workspaces and use the checkboxes to review or update workspace assignments.
Open Team Users.
Click + Invite Users and select users previously invited to the account.
Click Save Changes.
Team Management and Actions
Search: Find teams by keyword.
Download CSV: Export the teams table.
Edit Team: Open a team’s three-dot menu (⋮) and select Edit Team to update its details, workspaces, or members.
Allocate Credits
Important: Only Admins can distribute account credits between teams.
Go to Teams.
Click Allocate Credit in the upper right corner.
Review the account’s available credits.
Unlimited: The team does not have a team-specific credit limit and can use credits from the account’s available credits.
Capped: Set a specific credit limit for the team. The team can use credits only up to the assigned amount.
If Capped is selected, enter the number of credits you want to allocate to that team.
Review the allocation across all teams.
Click Apply to save the changes.
