Create a Team in Develop
Updated
by
Amy Thomas
In Develop by Criteria, you can create teams to facilitate teamwork between formal teams within your organisation (for example, 'the sales team') or temporary teams (such as employees working together on a project). Teams may be created manually or automatically when team members are added / updated via .csv upload.
Create a team manually
For admin users, there are two places within Develop from which to manually create a team.
Admin Console
- Click Admin Console in the top menu, then click the Teams tab.
- Click Create Team.
- Enter the Team Name. Select the Department the team belongs to from the dropdown list (if applicable) and select the Team Leader from the list of users.
- An invitation email will be sent to the team leader if you have toggled Send invite email to team leader option on.
- Click Save.
Home tab
- Click Home in the top menu.
- Click Quick Actions on the right.
- Click Create a team.
- Enter the Team Name. Select the Department the team belongs to from the dropdown list (if applicable). By default, the user logged in will be selected as the Team Leader but you can change this by clicking the X next to your name and selecting another user from the dropdown list.
- Click Next.
- Enter some text for the Short Team Description. (This is optional.)
- Click Next.
- Add the email addresses of the members of the team one at a time or select them from the dropdown list.
- Each team member will be sent an invitation to join the team if you have toggled Send invite email to team members? on. If they do not yet have a user profile within your Develop account, this will be created for them automatically.
- Click Add members if you are not sending the invitation email or Add members and send Invite if you are sending the invitation email.
Automated Teams
Automated teams are created when team members are added or updated via a .csv upload if the Automated Teams option is on for your Develop account.
Click here to learn how to enable this feature. Note that Automated Teams must be enabled before you upload your team members, otherwise you will need to complete the upload process again to update them.
Follow the steps outlined here to complete the upload process. Team members will be automatically assigned to their manager's team. You can choose whether to allow team leaders to edit these teams in your organisation's settings.
