As an Admin you can create, edit, or delete New Teams via User Management.

To create a new team:

  1. Go to User Management

  2. Select 'Teams'

  3. Select 'Create new team' on the top-right corner of the page

  4. 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:

  1. Click on the team you would like to edit

  2. To edit a team name, type the new team name and select ‘Save’

  3. 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:

  1. Select the 3 dots on the top-right corner

  2. Select 'Delete team'

  3. 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.

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