How do I assign a user to a location or team?

Here we will discuss how you can assign one of your dashboard’s users to one of your organization’s locations. You may also remove a user from a team and location using the same process.

GlacierGrid Web App – Classic dashboard 

If you are using the Classic version of the web dashboard with the white background, follow these steps:

1. Login to the web dashboard on your computer or mobile device.
2. Click on the white Users tab.
   
3. Select the Teams tab.
   
4. Identify the correct team you wish to add the user to. Make sure the team name aligns with the proper location you wish to add the user to.
   
5. Click the Edit button ( pencil icon) next to the location you want to add the user to.
6. In the Team Members field, type in the name of the user you are adding.
   1. You may also press the X icon next to their name to remove them from their previously assigned team.
      
7. Click the red Save button before navigating away.
8. Confirm that you can now view the correct location in the dashboard.
   1. If you cannot, check out our location troubleshooting guide to see how to assign a team to the correct location.

GlacierGrid Web App – Energy dashboard 

If you are using the Energy dashboard with the dark background, follow these steps:

1. Login to your web dashboard and click on Energy Dashboard in the top-right corner.
2.  Select the Energy tab. 
3. Click the People button in the sidebar.
   
4. Next, select the Teams tab.
   
5. Identify the correct team. Make sure the team name aligns with the proper location you wish to add the user to.
   
6. Click directly onto the row with the correct team.
7. In the People field, type in the name(s) of the user(s) you would like to add.
   1. You may also click the X icon next to their name(s) to remove them from their previously assigned team.
      
8. Scroll down and click Save before navigating away
   1. Confirm that you can now view the correct location in the dashboard.
      1. If you cannot, check out our location troubleshooting guide to see how to assign a team to the correct location.

GlacierGrid Mobile App

Please follow these steps if you are using the dashboard via the GlacierGrid Mobile App.

1. Open your GlacierGrid App on your mobile device.
2. Select the People tab on the bottom of the homepage.
3. Next, select the Teams tab.
   
4. Identify and click on the team that is assigned to the location you wish to add the user to. Make sure the team name aligns with the proper location you wish to add the user to.
5. Select the Add People button.
   1. If you wish to remove a user from that team, click the edit icon (marked by the white pencil symbol).
      
      
      
6. Search for the user(s) you wish to add to the team.
7. Click on the user(s) so that a checkmark appears next to their name(s).
8. Click Apply to save your changes.
9. Confirm that you can now view the correct location in the dashboard.
   1. If you cannot, check out our location troubleshooting guide to see how to assign a team to the correct location.