How to Create New Teams

Modified on: Tue, May 6, 2025 at 4:50 PM

On the left navigation, click Organization Admin > Teams.
Click +Add Team.
In the New team slide-out panel:
1. In the Name field, enter a name for your new team.
2. Select either Standard or Marketing, according to your needs. Note that a user can only be in 1 Marketing-type team at a time.
3. Click the Create team button.
The list of users in the team is shown; you have not added any users yet, so the list is empty. On this screen:
1. Click the Add Users button at the top.
2. Use the search bar to quickly find your user(s).
  1. Search by name or email.
  2. Note that if you are already logged in on behalf of another user, the list does not include the user you are natively logged in as.
3. Check the box next to each user you want to add to the team.
4. Click the Add Users button at the bottom.
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 log in on behalf of their team members.
- The user must have the appropriate user permissions to be able to log in on behalf of another user.