Team Management

Platform roles required: Organization Manager, Team Manager

Definitions

Navigating to the 'Teams' area

As an Organization Manager

1. From the main navigation menu, select Platform Settings. 
   This is the home for all administrative settings within the platform.
   
2. From the Platform Settings dashboard, select Teams from either the Quick Link or the left hand navigation:

As a Team Manager

From the Team page you can view all teams that have been created in your organization. For each team, you can also see:

• the number of subteams under each team
• how many direct members are in each team
• all members of the team, which is the total of direct team members and subteam members
• the number of licenses allocated to each team

Creating and managing teams

From the Platform Settings dashboard, select Teams.  

Options include:

• View Team Hierarchy
• Create a team and/or subteam
• Edit a team
• Add team members
• Move a team
• Delete a team

View Team Hierarchy

Teams can be viewed with their complete hierarchy in the Teams column. This update provides users with a clear and structured view of team relationships within the platform, enhancing visibility and understanding of team structures. With the full hierarchy displayed directly in the Teams column, users can easily navigate and comprehend team relationships, facilitating more efficient data exploration and analysis within the platform.

To view the Team Hierarchy from the Team page, click View chart:

Your organization's teams are not displayed in a graphical hierarchy, which allows you to expand and collapse teams.

Create a team and/or subteam

Organization Managers and Team Admins can create teams in a hierarchical structure (teams within teams), to represent their organization's layers.

Create a top-level team by navigating to the blue +Create Team button on the top right.

Note: this action is only available or Organization Managers.

To create a subteam, select the three dots  in the Actions column on the right of an existent team, and create subteam. 

A banner above the team's details will indicate where the subteam will be created in the organization's hierarchy.

Note:  Team names (titles) must be unique, if they share the same parent. E.g., two subteams of the Engineering team, cannot be given the same title.  However, teams with different parents in the organization’s structure can have the same name.

The create another team checkbox can be used to create multiple subteams of the same team more efficiently.

Edit a team

To change a team's name or image, select the three dots in the actions column on the right and edit. 

Make the changes, and then update team details.

Add users to teams

To add users to a team, select the team itself, and then the  +add members button on the right.  

Note: You can also view team reports in the reports area.

Move a team

Move a team to be a subteam of another team, or move a team to the top-level.

Select move team in the actions menu.

Enter the name of the desired parent team in the search box.

Note: 

• It is not possible to move a team to be a subteam of one of its own descendants (teams below it) For instance, if Team B is a subteam of Team A, then Team A cannot be moved into Team B.
• When a team is moved, all of the teams below it in the hierarchy are moved with it.

To move multiple teams at once, select all the teams and then the move to button on the top right.

You can then enter the name of the desired parent team in the search box.

Note: moving multiple teams automatically includes all  teams below the teams selected (and these cannot be excluded from the move). 

Moving a team to the top-level

To move a team to the top-level of your organization’s hierarchy, you require the Organization Manager platform role. 

Select ‘Move team’ in the actions column and then select the checkbox ‘or move team to the top level’:

Delete a team

To delete a team, select ‘Delete team’ in the actions menu. 

An Organization Manager can delete any (empty) team within their organization. 

A Team Admin can delete any (empty) team that they manage, or any (empty) subteam of a team they manage.

Note:  you won’t be able to delete a team if it contains individual users or subteams.

Next Steps

Assign lab collections and/or career paths to individual users or teams, to target them with content that is relevant to them and their profession.  

For instructions, see the assigning lab collections and career paths guide.