The Admin Team Manager View is your central hub for managing everyone on your qbiq platform. From this view, you can:
Monitor and manage all existing teams
Create new teams
Assign users to teams
Connect teams to designated workspaces
Allocate qbiq credits between teams
How to access the Teams Manager View:
All team information is organized in a clear table within the Admin Teams Manager View:
Team Name – The name of the team as defined during setup.
Description – A brief summary of the team’s purpose or any custom notes added at creation.
Members Count – Displays the number of users in the team. Users are represented by their initials.
Workspaces – Lists all workspaces assigned to the team.
Team Used Credits – Displays the total number of qbiq credits used by the team.
How to Create a Team
Important: Before creating a team, you first need to set up users and their roles through the Users Manager View.
When creating a team, you’ll complete the setup in three stages using the following tabs:
Team Info – Enter the team’s basic details, such as name, unit type, and assigned program types.
Team Workspaces – Select the team’s workspaces.
Team Users – Add users to the team. These are users you've previously invited through the Users Manager View.
To create a new team, start in the main Team Manager view:
Tap the blue Create Team button located on the right-hand side. This will open the Team Info pop-up window.
Fill in the custom fields:
Team Name – Enter a name for the team.
Description – Briefly describe the team’s responsibilities, clients, region, or any other relevant information.
Units – Choose the unit of measurement: FT. (Feet) or M. (Meters).
Workspace - Choose the workspace you want to assign to the team. To assign multiple workspaces, select the first one, then click + Add Another Workspace and choose an additional workspace.
After filling out all Team Info details, click the Create button at the bottom of the window to create the team. This will bring you back to the main Team Manager View screen.
Finalizing Team Setup
To fully complete the team setup, you’ll need to go through the Team Workspaces and Team Users tabs. Only after completing these steps will your team be ready:
Click on the vertical ellipsis (⋮) on the right-hand side.
Select Edit Team, then navigate to the Team Workspaces tab.
Use the checkboxes to assign workspaces.
These must be previously created in the Workspaces section.
Select the Team Users tab:
Click the + Invite Users button.
Select users you’d like to add to this team.
To move a user to a different team, click the vertical ellipsis (⋮) next to their name and choose the appropriate action.
Once everything is set — team info, workspaces, and users — click Save Changes. Your team is now ready to go!
Teams Management and Actions
Once your teams are created, you can manage them directly from the Admin Teams Manager View. Here’s what you can do:
Search bar: Type to quickly find users using a free text search.
Download the Teams Table: Tap the Download CSV icon to export the full user table as a spreadsheet file for reporting or record-keeping.
Edit a Team Profile: To update a team’s information, including adding or subtracting users from the team:
Locate the team in the table.
Tap the vertical ellipsis (⋮) on the right side of the Management display.
Tap Edit Team to open the Team Info page.
4. Allocate Credits: This feature allows (Admins only) you to distribute account credit between teams:
In the Teams Admin, tap the Allocate Credit button on the right side.
A pop-up window will appear showing your account’s total available credits.
Distribution method: Choose one of the following options:
No Allocation – The team will use credits from the overall qbiq account limit.
Manual – You will manually assign a specific number of credits to each team.
Enter the amount of credits you’d like to assign to each team
As you input the values, you’ll also see the percentage of total credits allocated to each team.
Once you're done, click Apply to confirm the distribution.