Understanding the Simple People & Teams Template

Understanding the Simple People & Teams Template

Your Simple Export, is a spreadsheet file made of two tabs:
  1. Teams: All of your teams in the Teamgage (Eg. a group that has a Results Dashboard in Teamgage)
  2. Users: All of your users in Teamgage (this include Team members that submit, team leaders, and Admins)

Understanding the Teams tab

TeamName
 This is the name of the team, as well as where this team fits in your organisation heirarchy.

Example:
Entire Organisation > Customer > Sales & Marketing

This is the  Sales & Marketing  team, which sits under the department  Customer.


ReportViewAccess
This is the email(s) of all the Team Leaders that have access to the Results for this team. 

If there is more than 1 Team Leader, their email addresses will be separated by a | symbol (eg the pipe or vertical line).

Example:
TeamgageTeamID
This is the unique ID inside the Teamgage system for this specific team.

When your creating a new team, this will be blank. Teamgage will create & assign the team's ID.

If the team already exists, you will need to provide the ID in the file you upload so Teamgage can match the team(s). Use the Teams & User export to get all of your existing TeamIDs.

Understanding the Users tab

 FirstName
The team members first name
 LastName
The team members surname 
  Email
The team members email address - there is the email address user for logging into Teamgage and where all Teamgage notifications will be sent.
  TeamName
This is the name of the team(s) that this user is a member if. It will also outline where this team fits in your organisation heirachy.

This will be need to exactly match the TeamName from the Teams tab in this same spreadsheet.

If the user is in more than 1 team, the teams will be separated by a | symbol (eg the horizontal or vertical line).

Eg.
Entire Organisation > Customer > Sales & Marketing |
 Entire Organisation > Department Heads
 DemograhicTags (Optional)
 These are the Demographic Tags applied to this specific user.

If there is more than 1 Demographic Tag, separate the tags with a | symbol (eg the pipe or vertical line). 

 TeamgageID
This is the unique ID inside the Teamgage system for this specific user.

When your creating a new user, this will be blank. Teamgage will create & assign the user's ID.

If the user already exists, you will need to provide the ID in the file you upload, so Teamgage can match the user(s). Use the Teams & User export to get all of your existing user's TeamgageIDs.


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