Teams are a great way to group people based on department, location, franchise, or anything else you'd like.

To create a Team:

  1. Click the People tab on the left-hand navigation bar and then click "Manage"

  2. Click "Filters"

  3. Click "Add/Edit a Team" under the Teams dropdown

  4. Fill out the "Team" text box with your new Team name

  5. Click "Add New Team"

  6. Click "Save"

Now, you're ready to add people to your new Team.

To edit a Team:

  1. Click the People tab on the left-hand navigation bar and then click "Manage"

  2. Click "Filters"

  3. Click "Add/Edit a Team" under the Teams dropdown

  4. Click on the Team name you'd like the change and type your changes

  5. Click "Add New Team"

  6. Click "Save"

To delete a Team:

  1. Click the People tab on the left-hand navigation bar and then click "Manage"

  2. Click "Filters"

  3. Click "Add/Edit a Team" under the Teams dropdown

  4. Click the "x" on the right-hand side of the Team you'd like to delete

  5. Click "Save"

🔥 Tip: A person assigned the Manager Permission Level has the ability to manage anyone who is assigned to the same team as them - this allows the Manager to assign their Team to content, pull reports for them, and more!

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