How to Add or Create a Team (Company Admins)

Teams are created automatically when users are assigned groups/teams in the User sync or Spreadsheet import. Admins can also manually add a team through the Admin Portal in the 'Users' section.

How to Add or Create a Team Manually

  1. Click 'Menu' on the upper-right side of the page
  2. Select 'Company Admin' from the dropdown menu
  3. Select 'Users' from the left-side navigation menu

    Screen_Shot_2020-11-06_at_9.49.44_AM.png

  4. Select the gear icon above the user table to expand a menu of column options
  5. Select 'Company Teams' to include the company teams column in the table

    Screen_Shot_2020-11-06_at_10.00.26_AM.png

  6. in the 'Company Teams' column, type in the name of the team you wish to add next to each user you would like to include in that team. This will auto-save

    Screen_Shot_2020-11-06_at_10.02.20_AM.png

How to Add or Create a Team Through Spreadsheet Import

  1. Click 'Menu' on the upper-right side of the page
  2. Select 'Company Admin' from the dropdown menu
  3. Select Users from the left-side navigation menu

    Screen_Shot_2020-11-06_at_9.49.44_AM.png

  4. Click 'Import' from the top-right menu

    Screen_Shot_2020-11-06_at_10.16.17_AM.png

  5. Download the sample spreadsheet (if you haven't already)

    Screen_Shot_2020-11-06_at_10.17.20_AM.png

  6. Enter the names of the employees that you are adding to teams, and populate the 'Team (Optional)' column with the name of the team that you wish to add next to each employee that you wish to add to that team

    Note: You must keep the columns in order from the sample spreadsheet. Do not rename columns. Use commas to separate roles or teams. For instance, "Marketing, Sales, HR". Make sure that you include the name of the employees that you are including in the team(s), the employee email address, and the team each employee will be on. Delete any columns that you do not wish to fill out. If you leave them blank and upload blank columns, this may override previously entered information.

    Screen_Shot_2020-11-06_at_10.18.58_AM.png

  7. Once you've saved the spreadsheet, under 'Upload', select 'Choose File' and select the populated spreadsheet 
  8. Selecting 'Update Only' will update attributes of users in the data-sheet who are found in Recognize. If new users are found in the data-sheet, they will not be added. If you would like new users added, do not select this option
  9. Selecting 'Remove users' will update the attributes of users in the data-sheet and remove users who are not present in the data-sheet.
  10. Select 'Import' to import the spreadsheet

    Screen_Shot_2020-11-06_at_10.20.49_AM.png

 

If you would like to know how to delete teams, view our How-To Article by clicking here.