Adding a Team Manager

Adding a Team Manager

A Manager of a team can have access to team results, create actions, share results with their team and lead discussions based on the feedback received. Users can also be given access to a team’s results even if they’re not an official Manager, see this guide for details. 

How to Add a User as a Team Manager

  1. Log into the Teamgage platform
  2. Select Teams > Teams list from the side navigation 
  3. Search for the Team name and click Edit
  4. Select the Managers tab
  5. Click Add Manager and search for the user in Select users
    1. Review the Options and select/deselect any options as required
  6. Click Save
Info
You can add multiple managers at once. All selected managers 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.

Manager Options

Some options may not be visible if your organisation hasn’t enabled them. Contact support@teamgage.com to enable additional features.

Option
Description
Default
Conversations
Gives automatic access to results for all sub-teams under the selected team
On
Edit Members
Allows adding or removing users from their team
Off
Internal Benchmarking
Allows comparison to the top-level team in the tenant
On
Sidekick
Allows use of Sidekick for insights on team results
Off
Advanced Filtering
Filter results by demographic and structural tags
On
Create Surveys
Create and send surveys to the team
On
Results Reminders
Receive notifications aligned with manager schedule
On
Sub Team Access
Automatic access to all sub-teams under the team
On
Protected
Protects the user’s access from deletion during imports
Off

Enabled Options Section

  1. Enabled Manually - Options turned on manually (via default or by searching) appear with no fill and can be changed
  2. Enabled Globally - Options enabled globally appear with an orange background and cannot be removed