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Group users into squads

Create teams of users, with leaders, by trade, team, or region.

Customer Organization Admins only. Open Admin → Squads. If you don't see Squads in the Admin menu, it isn't turned on for your organization. Contact the Bricks team if you'd like to use it.

A squad is a named group of users, such as an HVAC team or everyone covering one region. Each squad has leaders and members, and shows how many service requests are assigned to it.

Create a squad

  1. Go to Admin → Squads.
  2. Click Create Squad.
  3. Enter a Name (required).
  4. Enter a Description (required).
  5. Under Leaders, search for and add the people who lead the squad (optional).
  6. Under Members, search for and add the people on the squad (required).
  7. Click Save.

View a squad

Click a squad's name to expand it. You'll see its members:

  • Star icon: a leader
  • Person icon: a member

The squad's service request count appears next to its name.

Edit or delete a squad

Expand the squad, then:

  • Click the pencil to change its name, description, leaders, or members.
  • Click the trash can to delete it.

Tip: Squads and tags both group people, but they do different jobs. Use a squad when a team shares work and has a lead. Use a tag when you just want to filter the Users table or label who a note came from. See Roles, user types, and tags explained.

Related articles

  • The Admin menu
  • Add a user
  • Roles, user types, and tags explained

Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.