TeamcrestDocumentation

Setting Up Your Organization

Configure locations, positions, business type, feature flags, and branding.

All organization configuration lives under Settings in the Organization section of the sidebar. The dashboard's Setup Center tracks your progress through these steps and lets you continue where you left off.

Locations

Locations are the physical sites where your business operates (e.g., North Pool, Community Center). They're used for scheduling, geofenced time tracking, and checklists.

  1. Go to Settings → Locations.
  2. Click Add Location and enter a name and address.

Position Types

Positions are the roles your team can be scheduled for (e.g., Lifeguard AM, Front Desk, Swim Instructor). They determine scheduling lanes and who's eligible for which shifts.

  1. Go to Settings and open Position Types Management.
  2. Click Create Position and define the position.
  3. Assign positions to employees so schedules and targeted communications reach the right people.

Business Type

Select the business type that best describes your organization. This enables industry-specific features — for example, aquatics organizations get Chemicals tracking and related maintenance tools.

Feature Flags

Under Settings → Feature Flags, enable or disable optional features for your organization (e.g., time tracking, AI helpers). Core features are always enabled. If a feature mentioned in these docs isn't visible, check that its flag is enabled here.

Update your team's display name and upload a logo under Settings → General. The logo appears in navigation and shared contexts.

Danger zone

Delete Team permanently deletes the team and all associated data. This is irreversible and requires Owner permissions — export anything you need first.

Next steps