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Create team

The team level is the lowest level in the organisational structure – this is where all users are placed.

  1. Navigate to Organisation > Manage organisation via the main menu.
    • Find the relevant summary group in the organisational structure by either using the search bar at the top or clicking through the structure manually.
  2. Hover over the summary group where you want to add the team – three dots (• • •) will appear to the right.
    • Click the three dots (• • •) and then select "Create sub-group"
  3. Select group category: Team
    • Name the group
    • Enter External ID
    • Select the relevant manager from the dropdown list
      • To appear in the list, the manager must already exist as a user.
      • In cases where no manager is assigned, choose “No one” for now.

NOTE: A manager should ideally be assigned before the survey is sent out to avoid confusion regarding leadership-related questions and to ensure someone can access the team’s results.

The team level is the lowest hierarchical level in the structure and cannot contain subgroups.
Subgroups can only be created under summary groups.

📌 What’s the difference between a team and a summary group?