Streamline Team Collaboration: Create and Manage Invitations in Eskuad
Learn how to create and manage invitations efficiently in Eskuad to build your team, streamline collaboration, and implement cyclical workflows.
Learn how to create and manage skuads in Eskuad, keeping teams separated and ensuring access to specific forms, tasks, and reports.
Skuads in Eskuad provide a way to compartmentalize your teams, ensuring that members of a skuad have access only to the specific forms, tasks, and reports assigned to that skuad. Here's how to create and manage skuads effectively:
Creating a Skuad
- Access Skuad Management: Start by clicking on "People" in the navigation bar on the left.
- Navigate to Skuads: Once in the People section, click on the "Skuads" tab located at the top of the screen.
- Create New Skuad: Click the "Create New" button to initiate the process of creating a new skuad.
- Configure Skuad: In the skuad creation window, add the members, forms, and reports you want this particular group of people to have access to.
- Save: Once you've configured the skuad to your satisfaction, click the "Save" button to create and save the skuad.
Multiple Skuads and Form Access
- If you assign a form to multiple skuads, members in those different skuads will have access to fill out the form, as well as view the data of the completed forms.
- If you wish to change this access for specific forms, you can manage it from inside the form settings.
- Members can belong to more than one skuad, and for this reason, they can have access to forms of all the skuads they belong to.
Once a form is assigned to a skuad, everyone within that skuad can immediately access and fill out the form, and view its completed forms. Admins can create and delete skuads, and Skuad leaders can manage assets within a skuad. For more information on roles, please see Roles.
Skuads provide a valuable means of organizing and segmenting your teams, making it easier to manage permissions and access to data. This feature is particularly useful when you have different teams within your organization that require separate data access and tasks.
If you have any specific questions about using skuads or need further guidance on managing teams effectively in Eskuad, please feel free to ask. We're here to assist you in optimizing your team structure and data management.