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Team Manager - Adding & Managing Teams

Written by Drew Holliday

Updated at September 15th, 2021

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TEAMS - ADDING & MANAGING (ADMINS)


TEAMS OVERVIEW

Graphical user interface, text, application, website Description automatically generated Within Team Manager, the term “org” is synonymous with a team, and the two terms may be used interchangeably. Teams correspond to organizations or sub-organizations in the Admin Portal. It’s the structure of organizations in the Admin Portal that create the hierarchy for MMT and MAMT (Manage My Team and Manage All My Teams) type accounts to have access in Team Manager. Before you can work with a Team in Team Manager, the organization must exist within the Admin Portal and be given a name under Team Manager Settings. (Refer to the Admin Portal article on Org Structure: Creating & Managing.)


ADDING & MANAGING


Only Team Manager admins will have access to these settings.

Graphical user interface, website Description automatically generated

Go to the Settings tab from the main navigation, then Teams, to see all the organizations and sub-organizations. (They must have been given at least a name under Team Manager Settings in the Admin Portal to show up here.)

  • By adding a Team ID number here, you will make the team active and available in Team Manager and the team will then be available to select from the drop-down list in the top left corner. The Team ID can be any number that makes sense to your company, as it does not affect the hierarchy. The Team ID number may have also been added in the Admin Portal by editing the Org Settings under the Team Manager Settings section.

  • You can only change the Team ID, Team Name, and Team Email in Team Manager. When you do, it will update this information under Team Manager Settings in the Admin Portal. Note that the email address will also be shown under Team Level Settings in the Team tab; Note - if it is deleted or updated there, that will be reflected here as well.

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