View and edit teams
Important
This feature is only applicable to Skedulo teams (instances) that have been migrated to the latest Skedulo version. Only users with the Administrator role, or with a role containing the Modify team information permission, are allowed to manage teams.
If you have admin permissions and can’t see this feature in your web app Settings, then please contact your Skedulo Customer Success representative.
Overview
A Skedulo team is an instance of the Skedulo product that you and your users sign in to and use. Each team has a unique name and is used to access your instance of Skedulo on the web and mobile app.
For example, if my team name was “acme”, the URL to access my Skedulo team would be acme.my.skedulo.com. Similarly, I would enter “acme” as the team to access when signing in via the mobile app.
As a Skedulo customer, you will often have access to multiple teams that are used for different purposes. These teams are set as different environment types, such as “production”, “development”, “user acceptance testing (UAT)”, etc.
You can manage some aspects of these teams via the web app by navigating to Settings > Teams.
Important
Only users with the Administrator role, or with a role containing the Modify team information permission, are allowed to manage teams.Manage teams
From the web app, admin users are able to do the following:
- View the teams that exist for their organization
- Edit the team description and type
- Reset the team’s data and configurations (excluding production teams)
It is not possible, however, to:
- Create a new Team
- Delete an existing Team
- Change a Team name
If you need any of these actions performed as part of your Skedulo subscription, please contact your Skedulo Customer Success representative.
View teams
To view and manage your teams, do the following:
- Navigate to Settings > Teams.
All teams that are associated with you as a Skedulo customer are listed and each team displays the following information by default:
| Field | Description |
|---|---|
| Team name | The unique name of the team, which is also used to access the team via the web and mobile app. |
| Team description | A short description of the team to help explain its purpose. |
| Platform | An indicator as to whether the team is a “Skedulo for Salesforce” instance or not. |
| Type | The team’s environment type, for example, production, development, UAT, etc. In non-production environments, this is a non-functional label to help identify the purpose of the Team. |
| Region | The geographical location of the server where the team’s data and configuration is hosted. Note that “Skedulo for Salesforce” teams may have their Salesforce data hosted in a different geographical region to this. |
| Tenant ID | The ID of the database record that contains the team’s data and configuration (this is mainly used for support enquiries). For “Skedulo for Salesforce” teams this is the Salesforce Org ID where the Salesforce data is sourced from. |
Edit a team
Note
A production team cannot be reset or have its environment type changed via the web app.To edit a team, do the following:
- From Settings > Teams click the team name you want to edit. The team details display.
- Make changes to the Description or Environment type, as required.
- To apply changes, click Save. To leave the page without saving any changes, click Cancel.
Note
The Environment type field is equivalent to the Type field in the Teams page.Reset a team
Resetting a team removes all data records, users, and system configuration from the team. This includes packages, custom pages, settings, custom objects, and custom fields and it cannot be undone via the web app.
Note
If you accidentally reset your team, you can contact Skedulo support who can help you restore the team to its previous state.Reset a Skedulo Pulse Platform team
You can reset a team to return it to its default state. This can be useful, for example, for development teams where you might want to remove all the data and start fresh.
To reset a Skedulo Pulse Platform team, do the following:
- Navigate to the team’s details page.
- Click Actions.
- Click Reset. A warning message and form display.
- Enter the email address of the user who will receive the invite to go through the onboarding process of that team again after it has been reset.
- To proceed with the reset, click Reset. Or, to return without resetting the team, click Cancel.
Reset a Skedulo for Salesforce team
You can reset a team to return it to its default state. This action is useful if you want to use the same Skedulo team with a different set of Salesforce data, such as using a different Salesforce Sandbox Org.
To reset a Salesforce team, do the following:
- Navigate to the team’s details page.
- Click Actions.
- Click Reset. A warning message and form display.
- Enter the ID of your Salesforce Org to connect with the Skedulo team.
- To proceed with the reset, click Reset. Or, to return without resetting the team, click Cancel.
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