Teams in FlowHawk help you group users such as surgeons, coordinators, OR staff, or specialty-based groups. Teams make it easier to collaborate, assign case access, and streamline workflow management. Use teams when a group of users consistently needs access to the same types of cases, rooms, or workflow tasks.
Accessing Teams
To view or manage your teams:
Locate the More menu in the top right corner of the page.
Click the three dots to open the expanded menu.
Select My Teams.
You will now see your list of teams such as Cardiology Team, HLA Team, Surgeons, and others.
Benefits of Using Teams
Centralized collaboration
Teams let you group people who frequently work together so you can add them to workflows and follower groups with one action.
Reduced repetitive setup
Instead of adding individual members every time you configure a workflow, you can add the entire team at once.
Improved accuracy and consistency
Teams ensure the right people are assigned tasks and notified, which reduces manual errors and keeps processes consistent.
Organization-wide clarity
Shared teams prevent multiple versions of the same group and support consistent communication across departments.
Managing Teams
Create a new team
Open My Teams from the More menu.
Click +Add Team.
Enter a Team Name.
Check Share with your organization to allow other members access to the team.
Add members by searching for users and selecting + to add them.
Click Create to save the new team.
Note: A shared team becomes visible to all users in your organization and can be added to workflows by others.
Who can create or edit a team?
All users can create a new team.
Organization Managers and the user who created the team has permission to:
Edit the name
Add or remove members
Share or un-share a team
Delete the team
Note: Not all team functions are available on the mobile app. For the best experience, use the web app to make changes.
Editing Team Details
If you are the creator:
Select a team from My Teams.
Click Edit.
Change the team's name, membership, or visibility settings.
Click Update to save your changes.
Adding members
Creators can add members at any time:
Select a team from My Teams.
Click Edit.
Select Add Members.
Click the + icon to add more users, or toggle to Teams, to include members from existing teams.
Click +Add [#] People to save your changes.
Removing members
Creators can remove members at any time:
Select a team from My Teams.
Click Edit.
Find the member in the list.
Select X to remove them from the list. Changes are automatically applied.
Deleting a team
If a team is no longer needed:
Open the team.
Select Delete Team.
Confirm the deletion.
Conclusion
Once your teams are created, you can begin using them throughout FlowHawk to streamline coordination and ensure the right users have access to the right information. Teams can be added as default follower groups in the Workflow Builder, which determines:
What case data the team has access to
Which Rooms they are automatically added to for notifications, updates, and case communication
Who receives workflow tasks or alerts as cases progress
Using teams in workflow configurations helps standardize access, reduce manual setup, and ensure consistent communication across your organization.