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Custom account admins have access to the Teams feature. Account administrators have the option to create and assign Teams. Team managers have the ability to assign other Team managers, and add/remove members of any Team in which they are a manager.
Teams define which presenters may share and receive Shared activities. Presenters can see activities shared with their Team on the ‘Shared with me’ page. Learn more about Sharing activities.
Presenters may be in any number of Teams at once. Presenters may see, present, and run reports on activities that have been shared with their Team. When Teams are enabled, presenters who are not assigned to any Team will exist in isolation and will not see other presenters on the account.
Account administrators will have access to the Account activities page and can see, report, and edit any activities created by presenters within their Teams. Account administrators must be within the same Team to have access to these activities.
Creating a team
Step 1: Log into your account and click on the Teams button on the left-hand side of the page. Only admins may create Teams.
Step 2: Click the New Team button.
Step 3: In the pop-up window, name your Team and then click the Create button.
You’re now ready to add presenters to your Team.
Adding presenters to a Team
Step 1: Log into your account and click on the Teams button on the left-hand side of the page. Only admins may create Teams.
Step 2: Select which Team you want to add presenters to by clicking on the name of the Team. Presenters may only be added to one Team at a time, but may be in multiple Teams.
Step 3: Select the Add members button on the specific Team page.
Step 4: Decide which presenters you want to assign to a Team. Search for those presenters by name or email address. Click the Add button to the right of the search results to add to the team. Presenters are not added until clicking the Save button at the top right of the page.
Congratulations! You’ve now assigned your first presenter to a Team. Add more people to this Team to allow them to share and collaborate on activities.
Note: When a presenter is added to a Team with Shared activities, they will immediately get access to all activities shared with the Team.
Acting as a Team manager
Team managers have the ability to manage presenter access of Teams in which they are designated as a manager. A Team can have multiple managers, and presenters may be managers of any number of Teams. Team managers cannot add new presenters to an organization’s account, as well as create new teams.
Team managers can perform any one of these three actions:
Step 1: Add presenters to their Team that are already within the organization’s account. Only account admins can invite new presenters to an account.
Step 2: Remove presenters from a Team.
Step 3: Designate additional Team managers within their Team by navigating to the Teams tab, selecting a Team in which they are a manager, and then clicking the checkbox under the Team Manager column. If a user is an account admin, they are automatically designated as a Team manager and cannot be unselected. (See below)
