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Business · Team members · Team members permissions

Grouping team members into Teams

Important notes

  • You need 'Manage team members' permissions to group members into teams
  • A team member can only be assigned to 1 team at a time
  • You can automate the Teams assignment of your team members by integrating with your HR software

To create and manage Teams:

  1. Go to the 'Settings' tab under 'Team'
  2. Choose 'Departments'
  3. Click '+New' to create a new team, or choose a team from the list 
  4. Tap 'Manage team members' to edit the list of team members in that team

You can also manage Teams directly in a team member's profile. To do so:

  1. Go to the 'Team' tab and select a team member
  2. Select 'Department' in the side menu
  3. Assign them to a team or create a new one