Teams and team types
A team is a folder for members: usually a client organisation, a department or a group. A member is in one team at a time.
Teams can be nested. Parent Team decides where a team sits in the tree, so you can put departments under a company, or several companies under a folder. A team at the top of the tree has - no group - (root) as its parent.
Type is one of Team, Department, Company or Folder. It is for your own categorisation: it changes the icon in the tree and has no influence on how the platform works.
The Alias is a unique short name for the team, filled in automatically from the name. You can leave it as it is.
The Signup tab of a team is about self-registration: people who register through a link are placed in this team. See Self-registration for a campaign.
Adding a team
- Click Members in the top menu.
- Click Add Team above the team tree.
- On the General tab, enter the Name: at least 3 characters, for example the name of the client organisation.
- Leave the Alias as generated. If you change it: it must be unique, with no spaces or special characters.
- Optionally add a Description and choose a Type; see Teams and team types.
- Parent Team is mandatory. Leave it at - no group - (root) for a team at the top of the tree, or choose the team it should sit under.
- Click Add.
The new team appears in the tree. Click it and add members with + Add Member; see Adding a member.