As an Admin you can create, edit, or delete New Teams via User Management.
To create a new team:
- Go to User Management
- Select 'Teams'
- Select 'Create new team' on the top-right corner of the page
- Add the title of the team, assign team members, and press 'Save'.
To edit existing teams:
You can change the title of the team and add/remove team members:
- Click on the team you would like to edit
- To edit a team name, type the new team name and select ‘Save’
- To add/remove team members, select 'Edit team members', select team members from the list, and select "Done" and then 'Save'.
To delete a team:
- Select the 3 dots on the top-right corner
- Select 'Delete team'
- Select 'Delete team' in the pop-up window to permanently delete the team.
Note: Deleting a team will lead to any Team Objectives for that team being deleted. If you need to change team names, please connect with your Customer Success Manager first.