How do I create Teams?

Teams are easy to set up and edit, simply follow these steps.

• Click the plus icon in the navigation, then click 'Team'.

Open

• Give a name to the team, if you want some ideas of typical ways that people organise teams, click here

The first step will allow you to choose to add a Team manually or upload a CSV file for bulk import.

Clicking Single Team will take you to the creation wizard:

Open

Step 1: Key details 

• Fill in the most important details, such as team name and description.

• You can also choose to edit the tile image or display the image. 

• You can also add tags to make this content more easily searchable.
  
  

Step 2: Type 

Select type of the Team:

Standard 

Social 

Step 3: Managers

Assign a Manager: Start typing the name of the person to assign and their name will appear in the dropdown.

Decide to add secondary and stand-in managers

Step 4: Privacy

Choose the visibility of your Team.

• Public - this setting will make the Team visible to all users, including contents, and allowing users to join or leave as they wish. 

• Private - this setting will make the Team visible to all users, however, to see contents they will have to be invited or apply to join.

• Secret - hidden from public view, users must be invited to join the Team and view content.

Step 5: Hierarchy

Place your Team within organisation by attaching it to a parent team or adding sub-teams.

Step 6: People

Add users to your Team by typing their names in the drop down box.

Step 7: Done!

Congratulations, you're all done!