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
- Login to 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 your new team will appear. Click "Create".
- This will create your team under the Team you 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.
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As shown below, "Sub-Team 1" lives under "Team 1" which is under "SalesRabbit".
- Note: additionally, there are 3 users inside of Sub-Team 1.
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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.
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Then, click on the "Actions" drop down menu and select either "Rename" or "Delete".
- Rename: allows users to change the name of a team.
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Delete: allows users to delete a created team
- Note: All users must be removed from a team to delete it. If you try to delete a team with users in it, you will receive an error message.
- TIP: Users can move sub-teams to different team by clicking on the "sub-team" name and dragging it 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).
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Adding/Reassigning a users team assignment can be done on the "Teams" page.
- From the team page, select the team where the user lives.
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- 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
If needed, link to the next section: Role Management