Adding a user as Team Manager

Adding a Team Manager

As a Teamgage Admin, you can assign a user as a Manager of a team. Managers will have access to team results and be able to create actions and share results back with their team. From time to time, you may also want to give a user access to a team's results even if they're not the official manager, learn more about this here.

How do I add a user as a team manager

  1. Select the Teams tab from the left navigation 
  2. Search for the Team's name
  3. Tap the Edit button
  4. Select the Managers tab
  5. Click on "Add Manager", within the "Select New Manager(s), search for the user
  6. Click Save
Info
You can add multiple managers at once to the team but they will have the same options applied.

Here's what it looks like



Alert
If you need to remove a Manager of a Team, simple click on the dropdown alongside their name and then click delete.

Options

Some of the Options listed below may not be visible if you don't have the feature enabled, please contact support@teamgage.com if you would like to enable these features:
  1. Conversations: This will give the user automatic, inherited access to results for all sub-teams under the selected team. This is ON by default.
  2. Edit members: This will give the user ability to add or remove users from their team. This is OFF by default.
  3. Internal benchmarking: This will give the user ability to compare their results to the top-level team in the tenant. This is ON by default.
  4. Sidekick: This will give the user ability to use Sidekick on their results. This is OFF by default.
  5. Advanced filtering: This will give the user ability to filter their results by demographic and structural tags. This is ON by default.
  6. Create surveys: This will give the user ability to create and send surveys to their team. This is ON by default.
  7. Results reminders: This will give the user manager notifications aligned with their schedule. This is ON by default.
  8. Sub team access: This will give the user automatic, inherited access to results for all sub-teams under the selected team. This is ON by default.
  9. Protected: This will protect the users access from deletion during the import process. This is OFF by default.

Enabled Options Section

In the enabled options column you can see all the options which are enabled manually or globally:
  1. Enabled Manually: When options are enabled manually either via default setting or searching their button will have no fill, these options can be changed.
  2. Enabled Globally: When options are enabled globally their button will have an orange background, these options cannot be removed.

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