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Create and manage teams
Create and manage teams

Learn how to create, edit, and manage teams for better organization and motivation.

Updated over a month ago

Teams are an essential feature for organizing users within an organization, allowing for easier management and enhanced functionality.

Who can use this feature?

  • Available for users with role Owner.
    Learn more about roles and permissions here.

  • Available on All Plans

  • Available on Desktop

Benefits of using teams

Teams offer several advantages, for example:

  • Assign learning paths, skill profiles, events, etc. based on team membership.

  • Contribute to a team leaderboard for motivation. Learn more about the leaderboard here.

  • Conduct team-based analytics and evaluations.

Accessing the teams section

To access the teams overview page, follow these steps:

  1. Click on your profile picture in the upper right corner.

  2. Click on Administration from the dropdown menu.

  3. In the left navigation pane, click on Teams to view the list of existing teams.

Understanding the teams overview

The teams overview displays a list of all teams within your organization. Each entry includes:

  • Team name

  • Profile picture(s) of the team manager(s)

  • Number and profile pictures of team members

You can search for teams using the search field above the list.

Hovering over a team name reveals three icons:

  1. Analytics dashboard: Opens the analytics dashboard with the team pre-selected.

  2. Learning path progresses: Directs to the learning path progress page with the team filter applied.

  3. Invite links: Opens the page to create invite links for the team.

Tip: You can learn more about the analytics dashboard here and more about the learning path progresses here.

Creating a new team

To create a new team:

  1. Click on + Team at the top right corner on the teams overview page.

  2. Provide a name for the team (required).

  3. Decide if the team should appear on the team leaderboard (only if the team leadearboard is active in the organization).

  4. Click Create team to finalize the creation.

Adding new team members

To add new members to a team:

  1. Click on + Add team members on the team detail page.

  2. Use the search field to find and select users within the organization.

  3. Click Add team members to add them to the team.

Note: New members will initially have the Member role. You can always change their role (e.g., to Manager) in the team member list later.

Editing team details

Clicking on a team name takes you to the team detail page, where you can:

  • Edit the team name.

  • Decide if the team should appear on the team leaderboard (if activated).

  • View a list of team members, including their full name, email address, profile picture, status, and role in the team.

Managing team members

The team members list allows you to:

  • Search for members using the search field above the table.

  • Assign roles to users within the team. The default role is Member, but users can also be set as Manager. This means that you can also map your organizational structure. Team managers can view the learning progress of their employees, and approve requests, e.g., to attend events.

  • Remove users from the team by clicking the small X icon (the icon is only visible if you hover over a user in the list).

  • View user profiles by clicking on their name or profile picture.

Deleting a team

To delete a team:

  1. Go to the details page of the respective team.

  2. Use the Delete button in the upper right corner of the team detail page.

  3. In the dialog window, click Delete team to confirm.

Team management view

Note: If you are a manager of at least one team, you will find the Team management entry in the left navigation pane.

This section includes two pages:

  • Team members: Displays all users in teams you manage, including their last learning activity. Use the search field above the list to search for specific team members.
    ​

  • Open requests: Shows requests from your team members, such as event attendance requests, which you can approve or decline.
    ​

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