Article Overview
This article is demonstrate how to create/manage your Teams in SR+. Additionally, how to add/reassign users to a different team.
TIP: A User's team assignment will determine the reach that user's role permissions have.
Part 1: Create a Team
This part will cover how to create a team on the Web App
- From the SalesRabbit+ Web App, navigate to "Settings" -> "Teams".
- Next, click on the upper most Team Name (the default team name is "My First Team") -> select "Create Team".
- A prompt to name the new team will appear -> Click "Create".
- This will create a new Team within the Team first selected.
- Note: Teams will be created underneath the team or sub-team your select "Create Team" for.
Part 2: Managing Teams
This part will cover how to manage your teams by making changes to the structure, name, and users to your teams.
- You'll want to manage your Teams to make sure the structure is best designed for your organization.
- Teams can have multiple tiers and sub-teams.
-
As shown below, "Gryffindor" lives under "Hogwarts".
- Note: additionally, there are 3 users assigned to the "Gryffindor" team.
-
Renaming and Deleting teams can be done under the "Actions" button in the upper right corner.
- To do so, select the team you'd like to rename/delete.
-
Then, click on the "Actions" drop down menu and select either "Edit" or "Delete".
- Edit: allows users to change the team name.
-
Delete: allows users to delete a team.
- Note: All users must be removed from a team in order to delete. Attempting to delete a team containing assigned users will return an error message.
- TIP: Users can move sub-teams to different team by clicking and dragging on the "sub-team" name underneath the new team.
Part 3: Add Users to a Team
This part will demonstrate how to add or reassign users to your team(s).
-
Adding/Reassigning a user's team assignment can be done on the "Teams" page.
- From the team page, select the team where the user lives -> select the user.
- Note: in the example below, we will be reassigning the user "Jamie Test" from the Hogwarts team to the Hufflepuff team.
- Select the user you wish to reassign to a new team/sub-team.
- You'll be sent to that user's detail page where you can assign that user to a different team.
- Don't forget to hit save for your changes to take effect!
- TIP: This change can also be done under "Users" -> selecting a user.
Pro Tips
- A user will only be able to view/edit leads of other users on their assigned team and associated sub teams.
- Example: according to the screenshots in this article, a user assigned to the "Hogwarts" team will be able to edit leads across all teams. A user assigned to the "Gryffindor" team, will only be able to view/edit leads of other users also assigned to Gryffindor.
Link to the next section: Roles & Permissions Management
Related to