Please Note: In order to create teams you need to either have the "Key User" plan or "Team Manager" role assigned to you.
Overview and Benefits of Teams
Teams in Prewave allow users to organize and collaborate efficiently within the platform. By grouping users into teams, you can manage collections, assign actions, and handle statement requests in a more structured way. Teams provide better visibility, accountability, and control over workflows across your organization.
How to create a Team
In order to create a team, you need to access your avatar on the upper right hand side and then select “Administration."
As a next step, you can access the Teams functionalities in the list overview on the left side of the page.
Besides having an overview of all teams created within your organization, which you can also edit and/or delete, you can also create a new team by clicking on the “+ New team” button.
Once you start the team creation process, you can specify the organization you want to create the team for, in case you have access to multiple organizations. Adding a meaningful team name is also required. During the creation process, you can directly add any user of the team's organization to the newly created team. Don’t forget to click the “Save” button, once you’re done.
You can also decide to add users at a later point in time and edit the team via the overview ⬇️.
Use Cases
Once you have set up your team structure, you can benefit from closer collaboration in different parts of the platform. Here are a couple of use cases you can apply for your organization ⬇️.
Structuring Workspaces: Visibility, Collections, and Actions
Leveraging the team structure within Prewave is the most effective way to maintain a clean overview, boost efficiency, and ensure that users only see the information directly relevant to their responsibilities.
Collection Types and Visibility
Prewave utilizes two types of collections to help you manage data access:
Collection Type | Visibility | Purpose |
User Collection | Only visible to the creator. | For personal use and private supplier sets. |
Company Collection | Can be shared with specific teams or the entire company. | Used for collaborative work and team-specific supplier sets. |
Creating Team-Specific Collections
By assigning a Company Collection to a specific team, you ensure that only the members of that team see the related supplier set, improving overview and focus.
Navigate to the Network and click the "+" next to "My Collections" on the left sidebar to create a new collection.
Set the Type to "Company".
Assign this collection to the specific team that should manage the suppliers within it.
Please Note: When creating a collection, you can only see and assign it to the teams that you are currently a member of.
Structuring and Assigning Actions
The Teams functionality is also crucial for workflow management and accountability:
When creating actions, use the "Teams" function to structure and assign tasks.
All team members will receive a notification that an action has been assigned to them (or their team), creating clear accountability.
Filtering Actions by Team
To quickly review the status of work relevant to you and your colleagues:
Navigate to the Actions view (click your name in the top right corner and select "Actions").
Use the "Teams" filter to narrow the view and only display actions assigned to your specific team. This ensures every team member can focus solely on their assigned workload.
Key Takeaways: Efficiency, Clarity, and Control
The team functionality in Prewave is more than just a grouping feature; it is a foundational tool for boosting organizational efficiency, clarity, and control.
By correctly implementing teams, you can ensure that visibility is managed precisely, collaboration is streamlined, and accountability is clearly assigned across all critical workflows, from managing supplier collections to tracking actions. Start leveraging this structure today to optimize how your organization interacts with and benefits from the Prewave Platform.