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Concept deep dive

Teambridge platform concepts

Teambridge is built from repeatable concepts. Once teams understand these building blocks, they can reason about almost every workflow in the platform.

Platform model

Turn messy operations into records, views, rules, and actions.

Every Teambridge rollout is easier to understand when the team can separate what the business stores, where operators see it, who is allowed to act, and what should happen automatically.

Object

Collections define the workforce object: shifts, users, locations, documents, requests.

Structure

Schemas define the fields, relationships, formulas, status, and evidence needed.

Surface

Workspaces and mobile sections show the right record to the right person.

Action

Access groups, policies, and workflows decide what can happen next.

Read this first

Use concepts to debug implementation decisions.

If operators cannot find work, inspect workspaces and views.
If automation is unreliable, inspect schemas and records.
If users see too much, inspect access groups and filters.
If mobile feels wrong, inspect policies and section visibility.

How the platform fits together

A practical path from raw data to controlled operations.

See setup path

Collections store the objects, schemas define the fields, records hold the live data, workspaces make the work visible, access groups decide who can act, and workflows automate the next step.

Collections

Collections are Teambridge databases. They hold records and define the objects a business operates with, such as Shifts, Timesheets, Users, Locations, Roles, Documents, Jobs, Applications, Employee Tiers, callback adjustments, facility surveys, or reimbursement requests.

Use standard collections for common workforce objects
Create custom collections for customer-specific operations
Link collections instead of copying data between records
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Schemas and field types

Schemas are the fields on each collection. They can store text, numbers, dates, currency, signatures, ratings, checkboxes, formulas, rollups, widgets, and links to other objects.

Use Link to Object fields for relationships
Use rollups to summarize linked records
Use formulas for derived values
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Records and record detail views

Records are the live rows inside collections. A worker is a User record, a scheduled assignment is a Shift record, a hospital is a Location record, and a reimbursement request can be its own custom record.

Use records as the source of truth for daily operations
Link records to show relationships
Configure detail views so operators see the right fields
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Workspaces and record views

Workspaces are configured views over records. Teams can use list views, calendars, canvases, dashboards, approval queues, and record detail modals to run daily work.

Create workspaces around jobs-to-be-done
Use tabs for recurring filters
Surface exceptions before routine records
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Access groups

Access groups control what admins, managers, clients, facilities, and workers can see and do. They govern product visibility, workspaces, collections, schemas, mobile sections, and actions.

Model roles before individuals
Limit client and facility users to their scope
Hide sensitive payroll and admin settings
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Workflows, policies, and AI specialists

Workflows orchestrate triggers, conditions, waits, actions, messages, approvals, and specialist steps. Policies evaluate rules such as overtime, tier access, credentials, location access, or matching preferences.

Use workflows for repeatable processes
Use policies to block, flag, rank, or optimize decisions
Use AI specialists only where approved data and clear actions exist
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Mobile app experience

The mobile app exposes only the sections, actions, shifts, tasks, content, and communication relevant to each worker's access group and policy rules.

Show only relevant shifts and tasks
Use mobile actions for time off, reimbursements, callbacks, and forms
Publish self-serve information where workers need it
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Implementation order

When a workflow is unclear, walk it through the concepts in order.

1

Object

What collection stores the thing?

2

Fields

Which schema fields describe state and rules?

3

View

Where does the operator review it?

4

Action

Who can act, and what workflow runs next?

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