Feature Update

Feature Update: Flexible Team Management

5 min read - published on February 27, 2020

We've added advanced options for flexible collaboration in Teams and publishing across Workspaces. Learn all about the new SwipeGuide feature: Flexible Team Management.

Collaborate & publish across Workspaces.

You’re well aware that the modern factory is part of a complex and interconnected network that runs on efficiency and high standards. Manufacturing companies need tools that are as flexible and dynamic as the modern shop floor. 

 

Our customers have asked for even more flexibility in how they manage users, Workspaces, and their SwipeGuides. We develop solutions that fit the needs of our customers, so we’ve added a new dimension to the SwipeGuide platform: Teams.

 

 

What is a Team?

A Team is a group of expert users that can create SwipeGuides together and publish them to Workspaces. These groups use the platform to improve and share standards and digital work instructions. Teams are divided into several groups based on their roles and privileges.

 

 

What can Teams do?

Teams are flexible units that gives management the power to organize publishing rights and privileges.

    • One Team can publish content on multiple Workspaces. 
    • One Workspace can have multiple Teams. 
    • Multiple Teams can collaborate on multiple Guides in different Workspaces.  

 

Management Teams. 

Management teams are designed to help shop floor supervisors direct their users in a flexible and intuitive way. This feature gives them the power and responsibility of managing users and teams on the SwipeGuide platform.

    • In charge of the themes and settings of their appointed Workspaces. 
    • Create new users, add users to a Team, and remove users from a Team.
    • Assigned/appointed to the Management Team by the Platform Admin.



Default Team for New Users.

Want to make sure new users are viewing the right content, straight away? Management teams can assign a default team for new users using SSO to join the SwipeGuide platform. 

    • A new user joins the specified Team when viewing a Workspace through a company's Single Sign On (SSO) account login.

      Note: Initially, this role will be set to Viewer, but an Admin of this Team can also change the role for this new user to Editor or Admin.



Benefits.

This feature empowers flexible teams to work efficiently across your Workspaces:

    • Create based on expertise, location, or department.
    • Add users to an unlimited number of flexible Teams.
    • Appoint a team to manage a subset of Guides in a Workspace.
    • Allow Teams to publish and share Guides across multiple Workspaces.

 

Users will enjoy less hassle during the Platform login experience.

    • Editors, Admins, and Platform Admins who log into the Platform will find all the content they manage in one place instead of in separate Teams or Workspaces with different [separate] logins. 
    • With this new feature update, we will automatically redirect you to the correct login if you use an old login URL
    • Login won’t happen on the Workspace level anymore (eg. brewerya-companyz.swipeguide.com/admin), but on the Platform level (eg. companyname.swipeguide.com/admin)
    • If a user tries to log in to the CMS on the Workspace level, we redirect them to the Platform-level login instead.
    • Once the user logs in to the Platform, they will automatically be logged in on all Workspaces they have access to in order to view content. 




Roles: Who can do what?

This feature will significantly impact the Admin and Platform Admin roles on the shop floor. These individuals will receive more advanced options to manage the collaboration and publication of content across Workspaces in the SwipeGuide platform:

  • Platform Admin Role: 
  • Can create workspaces and teams. 
  • Appoints ‘Management Teams’ for the workspaces.Decides the default ‘Viewer Team’ for new users coming in through a company account or SSO.

 

Admin Role. 

  • In charge of user management for his teams and the workspaces managed by his teams."

 

Editor Role. 

  • Editors can be part of several Teams with access to one or more Workspaces. 
  • Select the Workspaces you want to publish your Guides to.

 

Viewer Role. 

  • The Viewer is defined as a user who can only view guides in a Workspace that  his/her Team is publishing to.

    Example: John is an Editor in Team A. Elisa is part of the Management Team of Team B and wants John to have access to view the content of her team. Elisa adds John as a Viewer of Team B. Now John can view content on the workspaces Team B has access to but he can't edit Team B’s Guides in the Platform. 

 

Confused? Don’t worry. Let us explain how this works with four practical examples.

 

Example 1.  One Team → Several Workspaces.

One team - several workspaces

Beer company Z has a Platform with the URL beercompanyz.swipeguide.com. 

 

This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform: 

  • Brewery A: brewerya-beercompanyz.swipeguide.com
  • Brewery B: breweryb-beercompanyz.swipeguide.com
  • Brewery C: breweryc-beercompanyz.swipeguide.com
  • Brewery D: breweryd-beercompanyz.swipeguide.com

 

These breweries want to share best practices, since they have similar processes and equipment. Beer Company Z appoints one Team of experts, with users from all three breweries, to publish and share work instructions across all Workspaces in the Platform. 

 

 


Example 2. Several Teams → One Workspace.Several teams - one workspace

Beer company Z has a Platform with the URL beercompanyz.swipeguide.com. 

This company has one brewery, called Brewery A. This brewery has its own dedicated Workspace where all of their published guides and instructions are located.

Beer company Z appoints three expert Teams, each team consisting of people from different production lines. These Teams provide their expert knowledge about their lines to the shared workspace. 

 

 

Example 3.  Several Teams → Several Workspaces.

Several teams - several workspaces

Beer company Z has a Platform with the URL beercompanyz.swipeguide.com. 

This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform: 

  • Brewery A: brewerya-beercompanyz.swipeguide.com
  • Brewery B: breweryb-beercompanyz.swipeguide.com
  • Brewery C: breweryc-beercompanyz.swipeguide.com
  • Brewery D: breweryd-beercompanyz.swipeguide.com

 

Beer Company Z appoints three expert Teams, each team consisting of people from different production areas (production, bottling, cleaning, maintenance, etc.). These Teams provide their expert knowledge about their lines to all four shared workspaces. 

 

 

 

Example 4.  Several Teams → Specific Workspaces.

Several teams - specific workspaces

Beer company Z has a Platform with the URL beercompanyz.swipeguide.com. 

This company has four breweries, called Brewery A, Brewery B, Brewery C, and Brewery D. Each brewery has its own dedicated Workspace where all of their published guides and instructions are located, under the Beer Company Z platform: 

  • Brewery A: brewerya-beercompanyz.swipeguide.com
  • Brewery B: breweryb-beercompanyz.swipeguide.com
  • Brewery C: breweryc-beercompanyz.swipeguide.com
  • Brewery D: breweryd-beercompanyz.swipeguide.com

 

Beer company Z appoints three expert Teams, each team consisting of people from different production areas (production, bottling, cleaning, maintenance, etc.). These Teams provide their expert knowledge about their lines to all four shared workspaces:

 

Team 1 only has access to publish content to the Workspace of Brewery A. 

Team 2 can publish content to all four Workspaces. 

Team 3 can publish to the Workspaces of Brewery B and D, but not A and C. 

 

Want to know more?

To learn more about this feature, reach out to support@swipeguide.com

published February 27, 2020

Chris

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