Your team and handovers

Who is on the team

A team is a whole portfolio, and everybody on the list sees all of it: every building, every lease, every figure. There is no access per building, so add someone only if they should see the lot.

Open Team from Everything. Type a colleague's email address, choose what they may do and press Add them. An owner can add and remove people, change what they may do, and set their department. A member can see the list and nothing more.

Departments

A department is one of Management, Leasing, Maintenance or Accounting, picked in the Department column. It exists to route work: it decides who a handover can be addressed to, and it changes nothing anyone can see or open. Someone with no department is simply addressed by name.

Handing something over

On a message or a repair, press Hand over.

1. Choose who takes it: one colleague, or a department to give it to everyone in it. A department with nobody in it cannot be picked. If nobody else is on the team yet, the dialog sends you to Team first.
2. Add a note and, if it matters, the day it is needed by. Both are optional.
3. Press Hand over. It goes on their list with your note. When you hand to a department, each person gets a task of their own, so each can mark theirs done.

The record then shows who has it, since when and from whom, and who finished it. A task you were given can be handed on with Hand on, which moves it to someone else's list with a new note. Every handover is written to the log of what was done.

Where it shows up

What was handed to you is on your list. See the front desk for where your list lives. The portfolio itself, and who it belongs to, is set up under your company.