Manage teams

Key Sections

• Team Cards
  Each card represents a team. It includes:

  • Team Name

  • Type (e.g., Team, Department, Business Unit)

  • Lead (team leader or manager)

• Employees
  Assigned under a team. Employees inherit rules, quotas, or incentives from their team.

• Hierarchy View
  Teams and employees are displayed in an interactive organizational chart.

• Actions

  • Add Employee → Assign a user to a team.

  • Add Hierarchy Node → Create a new team or department node.

  • Edit (✎) → Rename a team or change type/lead.

  • Delete (🗑) → Remove a team or employee from the hierarchy.

Creating a New Team

1. Click Add Hierarchy Node.

2. Enter team details:

   • Name

   • Type

   • Lead (select from existing users)

3. Save the team — it appears in the hierarchy.

Adding Employees to a Team

1. Click Add Employee.

2. Select a user from the list.

3. The employee will be displayed under the chosen team node.

Best Practice

• Use teams to mirror your real-world reporting structure (e.g., Sales → New Business → Product).

• Always assign a team lead to ensure clear reporting lines.

• Regularly review the hierarchy to reflect org changes (new hires, promotions, restructuring).