You can group users into teams to organize your data and manage access to key features like Feedback, 1-on-1s, and surveys.
Each user can belong to multiple teams. However, each user has only one Direct Manager.
Create a team
To create a new team:
Go to the Manage section in the sidebar.
Select the Teams tab.
Click Create team.
Enter the team’s name.
Click Create.
Once created, you can start adding members.
Add users to a team
You can assign users to a team during creation or later by editing the team.
To add users to an existing team:
Go to the Manage section and select Teams.
Click the team you want to update.
Click Add users.
Select one or more users from the list.
Click Add.
Set a Direct Manager
Each team should have a Direct Manager. This role is essential for personalized feedback and reporting.
To assign a Direct Manager:
Go to the team’s page.
Click Set Direct Manager.
Choose a user from the list.
Click Save.
The Direct Manager receives weekly digests and summary reports.
Edit or delete a team
To make changes to an existing team:
Go to the Teams tab under Manage.
Select the team you want to edit.
Click Edit team to change the name or remove users.
Click Delete team to permanently remove the team.
Note: Deleting a team does not delete its users.