Creating a Team

Creating a team allows you to assemble a group of users that content can be shared with and reports can be filtered by.

Create a Team

1. In the web application, click the gear icon and select Settings.

   

2. Under Admin Settings, select Team Management.

   

3. Next to Teams, click the + icon.

   

4. Enter a team name and click Create.

   

Add People to a Team

1. Still in Team Management, select All Members.

   

2. Locate the users you want added to your team and select their checkbox.

   

3. Click Add to Teams.

   

4. Click the drop-down and select your desired team(s).

   

5. Click Add when done.

   

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