How to create teams

Tags: Flow


A step-by-step guide on how to create a team and how to add users to teams.

How to create a new team

Step 1: To manage Teams, go to User Management under your Settings menu and click Teams.

Step 2: Click the blue Add Team button.

Step 3: A modal will appear where you will need to add the following information:

A. Team image

B. Team Name

C. Team Description

D. Select Parent Team (if applicable)

E. Select View Rights

Tip: If you select a parent team, the "Inherit" View Rights will be inherited from the parent team's view rights. If no parent team is selected "Inherit' view rights will be inherited from the organizational default View Rights.

Step 4: When you are finished, click Save.

Step 5: Now let's add users to the team. There are two ways you can do this:

A. Team Level

B. User Level

5A. Adding users to a team at the team level

Step 1. Click on the team from the team list.

Step 2: Under the Users tab use the search bar to locate a user and click Add User.

Step 3: Success! The user will be added as a member of the team. You now can adjust the user's team view rights and membership type. Additionally you can view if the user's data is currently being excluded or included in the reports as well as their association with any other team.

5B. Adding users to a team at the user level

Once you have created a team, you will be able to add users to any team from the User detail page. .

Step 1. Navigate to Settings then click Users to locate your user list.

Step 2. Locate and click on the user you wish to view.

Step 3. On the User detail page, click on the Teams tab. Using the search bar, find the team you want the user to be added to and click Join team.

Step 4: Success! The team will be added in the user's team list. You can now adjust the user's team view rights and membership type as necessary.

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