Create, edit, and add users to Teams

Teams in Haiilo can be used as a way to segment your users to make sure they receive content relevant to them. Teams can also be used to filter by in the Analytics. A user can belong to multiple teams on the platform.

Create a team

Go to Administration > Users > Teams and select Create new team. A window will open where you can input the name of the team you want to set up.

Alternatively, teams can be created via SCIM.

Edit a team

Once your team is created, you can select the team name in the list to enter the team's settings. Here, you can edit the team name, add individual users to the team, and set essential or default channels for the team.

You can set Essential and Default channels for a specific team to make sure that your team members receive the content that is most relevant to them. If any channels have been set as Essential or Default in the Company Settings, these will override the Team settings.

This means that if, for example, the "Blog" channel has been selected as Essential in the Company Settings and you add it as a Default in your Team settings, users in your team will not be able to unsubscribe from the channel as it is Essential in the Company Settings and this overrides your Team settings.

Screenshot 2023-11-16 at 14.56.22.png

Add users to teams

You can add users to teams in three ways:

Individually

To add members to a team from the Edit Team view, use the + Add button. You can either select your users by choosing them from the drop-down list or you can search by their email address to add them.

You can also remove users from a team by selecting them from the member list followed by Remove at the top of the list.

CSV upload

Please ensure that all users within the platform are included in the .csv file, along with their team information, whether or not any changes need to be made to them. When uploading the .csv file, it will always overwrite the current state for all existing users. It's crucial to include all users and their respective team information in the file, as any user not included will be perceived as not having any teams, which will result in their removal from any teams they were previously a part of.

To add users to teams via csv upload, go to Administration > Users and select Allocate users from CSV. Only a Company Admin can allocate users to teams using csv.

A window opens with detailed instructions on what information to include in the csv and how to prepare for the upload.

  • All users you want to update must have Haiilo accounts already
  • All the teams you want to add users to must exist on Haiilo in the correct group in which the user being updated is located.

When you have the file ready, select Upload and choose the file on your computer. The update will commence, and when it is completed, you will see a success message. Do not refresh your Haiilo session until the message appears!

When the update is complete, refresh your session, and you will see the updated users on their teams.

SCIM

Please view this article for information on how to update users' teams with SCIM.

Was this article helpful?