Creating teams

Teams are used to segment your users, allowing you to define Essential and Default channels to ensure that team members receive the content most relevant to them. Teams can also be used as filters in Analytics to enable more in-depth analysis.

While a user can be a member of an unlimited number of teams on the platform, we recommend that each user is a member of 2-5 teams on average. This ensures easy and simple user management.

Create a team

  1. Go to Administration > Users > Teams.
  2. Select a group in which you want to create a new team.
  3. Select Create new team.
  4. Enter a name for your team. The name needs to be unique, and no other team within the same group can have the same name.
  5. Optionally, enter a description for your team, such as "All employees in the Marketing department". The description will be shown to users on the "Select team" onboarding page if it is enabled for the platform.
  6. Select Create.

Your team has been created and is now available in the list. You can select the team name in the list to access the team's settings. In the settings, you can set essential and default channels and view and add users to the team. For more information, refer to Essential and Default channels and Adding users to teams.

On the platform, you need to create teams individually. However, via SCIM, teams can be created in bulk and users can be assigned automatically.

team management

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