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How to Create New Teams

  1. On the left navigation, click Organization Admin > Teams
  2. Click Add Team
  3. Input a team name then click Save Team
  4. Click Add Users
  5. Use the search bar to quickly find your user(s).
    • Search by name or email. 
  6. Check the box next to each user then click Add Users
  7. Use the Manager toggle switch to indicate which user(s) should be managers of the team. 
    • This allows the user to access reporting for the team as well as allow them to login to team members' accounts.  
    • The user must have the appropriate user permissions in order for them to login to team members' accounts. 

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