---
title: Assign Teams When Creating Customers, Production Lines, and Machines | Makula Help Center
description: Makula Help Center
---

[Skip to content](https://help.makula.io/en/assign-teams-when-creating-customers-production-lines-and-machines-makula-help-center#main-content)

English

Show submenu for translations

Makula Technology GmbH

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Makula Help Center](https://help.makula.io/en?hsLang=en)
2. [New to Makula](https://help.makula.io/en/new-to-makula?hsLang=en)
3. [Teams](https://help.makula.io/en/new-to-makula?hsLang=en#teams)

# Assign Teams When Creating Customers, Production Lines, and Machines | Makula Help Center

### Assign Teams When Creating Customers, Production Lines, and Machines

This article describes how you can assign team during customer and assets creation

 Written by George Newman 

January 29, 2024

### **Assign Teams When Creating Customer**

**Steps:**

1. Navigate to the Customers module and select “Add a customer”
2. Select one or more teams from the Assign team dropdown

     1. When Super Admin is adding a customer, assigning a team is optional.
     2. When an Admin who is not part of any team is adding a customer, assigning a team is optional.
     3. When an Admin who is part of a team is adding a customer, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.
3. Select ”Add facility” to create the facility with a team(s) assigned.

     1. All the Production lines and machines of the facility will be added to the team.
     2. The team(s) will see the work orders from the customer.

Navigate to the Customers module and select “Add a customer”

Select one or more teams from the Assign team dropdown

When Super Admin is adding a customer, assigning a team is optional.

When Super Admin is adding a customer, assigning a team is optional.

When an Admin who is not part of any team is adding a customer, assigning a team is optional.

When an Admin who is not part of any team is adding a customer, assigning a team is optional.

When an Admin who is part of a team is adding a customer, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

When an Admin who is part of a team is adding a customer, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

Select ”Add facility” to create the facility with a team(s) assigned.

All the Production lines and machines of the facility will be added to the team.

All the Production lines and machines of the facility will be added to the team.

The team(s) will see the work orders from the customer.

The team(s) will see the work orders from the customer.

**NOTES:**

- If there are work orders from the facility that are assigned to a user or the user was added as a follower

    - The user will stay as an assignee/follower of the work order if the user is not a member of any other team.
    - The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.
    - The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

If there are work orders from the facility that are assigned to a user or the user was added as a follower

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

### **Assign Teams When Creating Production Line**

**Steps:**

1. Navigate to the Assets module and select “Add a production line” in the Production line tab.
2. Select one or more teams from the Assign team dropdown

     1. When Super Admin is adding a production line, assigning a team is optional.
     2. When an Admin who is not part of any team is adding a production line, assigning a team is optional.
     3. When an Admin who is part of a team is adding a production line, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.
3. Select ”Add production line” to add the production line to the team.

     1. All the machines of the facility will be added to the team.
     2. The team(s) will see the work orders for the machines of this production line.

Navigate to the Assets module and select “Add a production line” in the Production line tab.

Select one or more teams from the Assign team dropdown

When Super Admin is adding a production line, assigning a team is optional.

When Super Admin is adding a production line, assigning a team is optional.

When an Admin who is not part of any team is adding a production line, assigning a team is optional.

When an Admin who is not part of any team is adding a production line, assigning a team is optional.

When an Admin who is part of a team is adding a production line, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

When an Admin who is part of a team is adding a production line, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

Select ”Add production line” to add the production line to the team.

All the machines of the facility will be added to the team.

All the machines of the facility will be added to the team.

The team(s) will see the work orders for the machines of this production line.

The team(s) will see the work orders for the machines of this production line.

**NOTES:**

- If there are work orders from the production line machine that are assigned to a user or the user was added as a follower

    - The user will stay as an assignee/follower of the work order if the user is not a member of any other team.
    - The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.
    - The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

If there are work orders from the production line machine that are assigned to a user or the user was added as a follower

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the facility, production line of the machine, or the machine itself.

### **Assign Teams When Creating Machine**

**Steps:**

1. Navigate to the Assets module and select “Add a machine” in the Machines tab.
2. Select one or more teams from the Assign team dropdown

     1. When Super Admin is adding a machine, assigning a team is optional.
     2. When an Admin who is not part of any team is adding a machine, assigning a team is optional.
     3. When an Admin who is part of a team is adding a machine, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.
3. Select ”Add machine” to create a machine with the team assigned.

     1. The team(s) will see the work orders from the machine.

Navigate to the Assets module and select “Add a machine” in the Machines tab.

Select one or more teams from the Assign team dropdown

When Super Admin is adding a machine, assigning a team is optional.

When Super Admin is adding a machine, assigning a team is optional.

When an Admin who is not part of any team is adding a machine, assigning a team is optional.

When an Admin who is not part of any team is adding a machine, assigning a team is optional.

When an Admin who is part of a team is adding a machine, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

When an Admin who is part of a team is adding a machine, assigning a team is required. Admin must select at least one team from the list of teams to which the admin is assigned.

Select ”Add machine” to create a machine with the team assigned.

The team(s) will see the work orders from the machine.

The team(s) will see the work orders from the machine.

**NOTES:**

- If there are work orders from the machine that are assigned to a user or the user was added as a follower

    - The user will stay as an assignee/follower of the work order if the user is not a member of any other team.
    - The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.
    - The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the machine.

If there are work orders from the machine that are assigned to a user or the user was added as a follower

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the user is not a member of any other team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will stay as an assignee/follower of the work order if the work order machine is assigned to a team in which the user is a member. The user will stay as an assignee in this case even though the facility is not assigned to the user team.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the machine.

The user will be removed as an assignee/follower of the work order if the user is a member of a team that does not have access to the machine.

- <https://144351848.hs-sites-eu1.com/en/how-to-create-a-team-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/how-to-assign-and-unassign-users-to-the-team-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/how-to-assign-and-unassign-customers-from-the-team-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/how-to-assign-and-unassign-production-lines-to-the-team-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/how-to-assign-and-unassign-machines-from-the-teams-makula-help-center?hsLang=en>

- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
    - [Help Desk and Ticketing](https://help.makula.io/en/field-service?hsLang=en#help-desk-and-ticketing)
    - [Quotes and Invoices](https://help.makula.io/en/field-service?hsLang=en#quotes-and-invoices)
    - [Reports and Analytics](https://help.makula.io/en/field-service?hsLang=en#reports-and-analytics)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Installed Base Management](https://help.makula.io/en/field-service?hsLang=en#installed-base-management)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025)
    - [Release Notes - 2026](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2026)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [AI](https://help.makula.io/en/field-service?hsLang=en#ai)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Customer Management](https://help.makula.io/en/field-service?hsLang=en#customer-management)
- [New to Makula](https://help.makula.io/en/new-to-makula?hsLang=en#main-content)

    - [Account Setup](https://help.makula.io/en/new-to-makula?hsLang=en#account-setup)
    - [Teams](https://help.makula.io/en/new-to-makula?hsLang=en#teams)
    - [Upload Data to Makula](https://help.makula.io/en/new-to-makula?hsLang=en#upload-data-to-makula)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [AI](https://help.makula.io/en/field-service?hsLang=en#ai)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2023](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2023)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Customer Portal](https://help.makula.io/en/field-service?hsLang=en#customer-portal)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Digital Service Forms](https://help.makula.io/en/field-service?hsLang=en#digital-service-forms)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2024](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2024)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Digital Service Forms](https://help.makula.io/en/field-service?hsLang=en#digital-service-forms)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Makula Integrations](https://help.makula.io/en/makula-integrations?hsLang=en)
- [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content)

    - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management)
- [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content)

    - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025)
- [Makula User, Team, Roles & Permissions](https://help.makula.io/en/makula-user-team-roles-permissions?hsLang=en)

# Makula Technology GmbH

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Makula Technology GmbH