Teams are created when users are assigned groups/teams in the 'Users' section of the Admin Portal either manually or via spreadsheet import. They can also be edited through the 'Team Directory' under 'Menu' or managed through a user sync by a sync manager.
Before you get started on creating your teams, you'll want to make sure your settings are correct.
- Click 'Menu' on the upper right side of the page
- Click 'Company Admin' from the drop-down menu
- Click 'Settings' from the left side options pane
- Toggle 'Allow teams' setting to ON
How to Add or Create a Team Manually
- Click 'Menu' on the upper-right side of the page
- Select 'Company Admin' from the dropdown menu
- Select 'Users' from the left-side navigation menu
- Select the gear icon above the user table to expand a menu of column options
- Select 'Company Teams' to include the company teams column in the table
- 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
How to Add or Create a Team Through Spreadsheet Import
- Click 'Menu' on the upper-right side of the page
- Select 'Company Admin' from the dropdown menu
- Select Users from the left-side navigation menu
- Click 'Import' from the top-right menu
- Download the sample spreadsheet (if you haven't already)
- 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.
- Once you've saved the spreadsheet, under 'Upload', select 'Choose File' and select the populated spreadsheet
- 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
- Selecting 'Remove users' will update the attributes of users in the data-sheet and remove users who are not present in the data-sheet.
- Select 'Import' to import the spreadsheet
How to Add Users to Teams in the Team Directory
- Click 'Menu' on the upper left side of the page
- Select 'Team Directory' from the drop down menu
- Select the name of the team you would like to add the user/users to
- Click the pen icon to the right of the team name to rename the team, or skip to step 5
- Click 'Manage' next to 'Managers' on the left side of the screen to edit the Managers for the team, or skip to step 6
- Click 'Manage' next to 'Members' on the left side of the screen to edit the Members for the team
Filtering on Teams in the Stream Page
Once you have added teams through your method of choice, you can now filter by team in the stream page to see only that team's recognition.
- Click 'Stream' in upper left-hand corner menu
- Select the name of the team you want to filter on from the list on the left side of your screen
NOTE: If you have certain teams you'll be monitoring more than others, you can drag the team name above the gray line in the list on the left side of your screen so that you see these options first. Those teams will then be designated as favorites and marked with a star to the left of the team name.
If you would like to know how to delete teams, view our How-To Article by clicking here.