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 be created as a User in Teamgage. And they must be a member of a team. We'll help you create your initial organisational hierarchy, but overtime you'll want to make changes to where people sit in that hierarchy - basically add, remove or move them to different team.

There are 2 different ways to add user to a team

  1. Go to the team details and add the user
  2. Go to the user's profile and add them to a team(s)
By default, Admin users can access the User's profile and the Team details. Managers with team management permission can only see the Team details. Both approach's lead to the same same outcome, so you can choose the one that suits you.

Adding a user to a team from team details

  1. Open the Teams List
  2. Find the team in the list (You can search by team name) 
  3. Click Edit team
  4. Select the Members tab 
  5. Find the new Team in the Select User drop down*
  6. Click Add
* You can choose to automatically remove the user from any existing teams or simply add them to this new team and keep them in any existing teams. The Remove User from other Reports checkbox is where you make this choice.



Adding a user to a team from their user profile

  1. Open the Users List
  2. Find the user's profile in the list (You can search by name or email) 
  3. Click Edit
  4. Select the Teams tab 
  5. Find the new Team in the New or Additional Team drop down*
  6. Click Add
* You can choose to automatically remove the user from any existing teams or simply add them to this new team and keep them in any existing teams. The How should the user be added to this team? drop down is where you make this choice.





Making bulk user changes

If you're only updating few users, we recommend following this guide. However, if you are making bulk changes to lots of users, checkout the Using the Simple Data Import/Export article. This may be a faster approach.

Notes

  1. By default Administrators can add users to a team. Managers can also add users to their teams with Manager Team Management.
  2. Once a user is removed from a team, they can no longer submit to that team, unless they're re-added to the team.
  3. The user's submission history will stay with the team, after they left that team. This means the team maintain a submission history even as team members come & go.
  4. You can see the team movement history on the User History tab in their user profile

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