A guide for Admins and Insights Managers to create and manage teams in the workspace
Overview
- Step One: Go to the People page
- Step Two: Create a team
- Step Three: Add members to your team
- Step Four: Remove members from your team
- Step Five: Remove your team
Step One: Go to the People page
Once you sign in, click on your workspace name in the left navigation panel (on desktop) or press the menu icon in the top left and press on your workspace name from the panel (on mobile devices).
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On desktop |
On mobile device |
Next, select People from the menu and you'll be taken to the People page.
Step Two: Create a team
From the People page, you can see a series of tabs that lets you cycle between Members and Teams. Click on Teams, type the name for your team, and click on Create this team.
The new team will be available under the list of teams.
Step Three: Add members to your team
From your list of teams, click on the team name to open.
Once you're taken to a new page, click on the search bar to see a list of members in your workspace. Alternatively, you can type their names and select the names to add to your team.
Step Four: Remove members from your team
Find the team member you want to remove and click on the menu button. It will open up the option to remove the member.
Step Five: Remove your team
To remove your team, go back to the People page and find the name of your team under Teams. Click on the menu button and click Remove team to continue.
