> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure teams

> Create teams in Servinix, assign team members, and enable team-based dispatching from the Settings → Teams page to streamline how work is allocated.

# Configure teams

Create teams to group your workforce, assign a shift schedule, and control dispatch rules for more effective scheduling.

## Before you start

* You must have an Admin role.
* Go to **Settings → Teams**.

The teams list shows each team's **TEAM NAME**, **SHIFT**, **RULES**, **CREATED BY**, **CREATED AT**, and **ACTIONS** columns.

A default team is created automatically when your account is set up, assigned to the default shift.

## Steps

### Create a team

1. Click **Add Team**.
2. Enter a team name in the dialog.
3. Select a **Shift** to associate with the team. The shift determines the working days and hours used for scheduling and attendance.
4. Configure any dispatch **RULES** if applicable.
5. Save.

### Find a team

6. Use **Search teams by name...** to filter the teams list.

### Add members to a team

7. Open the team from the list using the **ACTIONS** column.
8. Add team members from the user directory.
9. Save.

### Edit a team

10. Open the team's edit action.
11. Update the name, shift, or rules as needed.
12. Save.

### Delete a team

13. Open the team's action menu and choose delete.
14. Confirm. Reassign any members to another team before deleting.

### Export teams

15. Click **Export** to download the full teams list as a file.

## Result / verify

* The new team appears in the list with the correct shift.
* Members assigned to the team appear under their team in the Attendance view.
* Dispatching respects the team's shift schedule when suggesting job assignments.

## Troubleshooting

* **Attendance not reflecting the correct shift** — Open the team and confirm the correct shift is selected.
* **Team member not appearing in dispatch** — Verify the member has been added to a team and has an active user account.

## Related

* [Configure shifts](/field-service-management/fsm-settings/configure-shifts)
* [Configure skills and certifications](/field-service-management/fsm-settings/configure-skills)
* [Invite a team member](/account-billing/users-and-roles/invite-a-team-member)
* [Configure roles and permissions](/account-billing/users-and-roles/configure-roles-and-permissions)