Teams are a great way to group people based on department, location, franchise, or anything else. It helps everyone stay organized and "in the know."
✏️ To create a team:
Click the Account tab on the left-hand navigation bar and then click "Manage users."
Click "Filters."
Select "Add/Edit a team(s)" and click "Create new team."
Fill out the "Team name" and "Add members" text boxes with your chosen title and people.
Click "Create Team" to finalize your choices.
📝 To edit a team:
Click the Account tab on the left-hand navigation bar and then click "Manage users"
Click "Filters."
Select "Add/Edit a team(s)" and choose the team you want to update.
Click on the three dots next to the team name where you want to make the changes and select "Edit."
Make your changes accordingly.
Finalize your adjustments by hitting the "Update team" button at the bottom of the pop-up window.
🗑 To delete a team:
Click the Account tab on the left-hand navigation bar and then click "Manage users"
Click "Filters."
Select "Add/Edit a team(s)" and choose the team you'd like to update.
Click on the three dots next to the team name where you'd like to make the change and select "Delete."
Confirm your deletion choice by choosing "Delete" on the next pop-up window.
🔥 Tip: A person assigned to the Manager permission level has the ability to manage anyone who is assigned to the same team as them, which allows a manager to assign their team to content, pull reports for them, and more!