Adding a User to a Team

Adding a User to a Team

Before a team member can create a Huddle submission or complete a Survey, they must:
  1. Be created as a User in Teamgage
  2. Be a member of a team
Over time, you may need to update team memberships; adding, removing, or moving users as your organisation changes. There are two ways to add a user to a team:
  1. From the Team's tab under the specific team
  2. From the User's tab within the user's profile

1. Adding a User via Team Details

  1. Log into the Teamgage platform
  2. Select Teams from the side navigation
  3. Locate the team you want to update (use the search bar if needed)
  4. Click Edit Team
  5. Go to the Members tab
  6. In the Select User dropdown, find the user you want to add
  7. Click Add
Info
To remove the user from other teams, check the Remove User from other Teams box. If unchecked, the user will remain in their existing teams in addition to the team you added them into

Here's What It Looks Like


2. Adding a User via User Profile

  1. Log into the Teamgage platform
  2. Select Users from the side navigation
  3. Locate the user you want to update (use the search bar if needed)
  4. Click Edit User
  5. Go to the Teams tab
  6. In the Move to Team dropdown, select the team you the user to be in
  7. Click Add
Info
If the user is moving teams, you have the option under the How should the user be added to this team? dropdown to choose whether to remove the user from existing teams or keep them in their current teams.

Here's What It Looks Like


Notes & Considerations

  1. Administrators can add users to any team. Managers can add users only to the teams they manage
  2. Removing a user from a team prevents them from submitting to that team until they are re-added
  3. Submission history stays with the team, even after a user leaves, maintaining a complete record
  4. You can review a user’s team movement history on the User History tab in their profile
  1. Removing a User from a Team
  2. Team Management in Teamgage
  3. How To Create a New User
  4. Manager Team Management

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