Create team
The team level is the lowest level in the organisational structure – this is where all users are placed.
- 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.
- 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"
- 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.
- PIN Code Group
- For teams where respondents do not have individual email addresses.
- 📌 Read more about PIN code groups here
The team level is the lowest hierarchical level in the structure and cannot contain subgroups.
Subgroups can only be created under summary groups.