The user guide · from the walkthrough and test run of 12 August 2026 · the markdown record is "2 - User documentation - Organisational Structure and HR.md"
What this screen is for: groups of people inside a department that work together. A team always belongs to one department, at one location, in one business, so those three must exist before the team can.
Where it is: Organisation Structure → Teams.
In the left menu, click Organisation Structure, then Teams. You'll see every team as a list: which business, location and department it belongs to, its name (with an optional short code in brackets), how many people it holds, and its status. The count under the filters tells you how many you're looking at.
Save is greyed out when the form opens and comes alive once everything required is in. The form works top to bottom: the Location picker follows the business, and the Department picker follows the location.
If the business you pick has no active locations, the Location picker opens onto an empty list and nothing explains why. Set the location up first on the Locations screen (or reactivate it), then come back.
Here the form is filled the standard way: Progress Motors, Northampton, the Finance department, and the team named Finance to match it.
The new team appears in the list straight away, and the count moves up; a reload shows the same thing. Here Finance sits in its department at Northampton, active, with 0 people.
This is the only picture in this guide kept exactly as it was taken during the original testing. That moment, the very first team with the list at 2, cannot happen again, so the true picture is kept rather than a tidier one of a different day. The purple bar across the top is the robot's own "I am driving this browser" marker, not part of the software.
Our standard set is one team inside each same-named standard department, at every business. All ten of Progress Motors' standard teams were created exactly by the steps above:
Type part of its name into Search teams. Give it a second; the list narrows to matches (capital letters don't matter: "front" finds both Front of House teams). If nothing matches, the list says "No teams found". Clear the search to see everything again.
The business, location and department filters start with everything ticked. To look at just one, untick Select All first (which clears the list), then tick the one you want. The status dropdown (All / Active / Inactive / Archived) works on its own.
Click the pencil icon on the team's row. The same form opens with everything filled in as it was saved. Change what you need (the name, the code, the description, even the department it sits in) and click Save. The change shows straight away and survives a reload.
The Status toggle on the row switches a team off and on again. A message confirms each switch: "Team deactivated", "Team activated".
The toggle acts immediately, with no "are you sure?", so treat it with respect.
The confirmation message appears for a few seconds and then fades, so it is not in this picture: what you can see here is the result, the switched-off team's toggle sitting grey while every other row stays blue.
Click the archive icon (the box) on the row and confirm. The team is marked archived, not destroyed: its row shows an Archived badge in place of the toggle, and its actions reduce to restore and delete. Note what actually happens on screen: the list shows every status by default, so the archived team stays in front of you rather than disappearing; pick Archived in the status dropdown to see archived teams on their own. To bring one back, click its restore icon and confirm "Unarchive Team": it returns whole.
Click the bin icon on the row. You'll be asked by name: "Are you sure you want to delete [the team]? This cannot be undone." Confirm and the team is removed and the count steps down.
Delete is permanent, and the software means it. If you might want the team back, archive it instead.
