How to Create a Team:
Step 2: "Click Create New" and choose "Create Team" in the top right corner from the drop-down options.
Step 3. Name the Team.
Step 4. Then, add Users to the team by typing their name and selecting then from the drop-down list. They will appear on the right-hand side under Hierarchy Preview once selected.
Step 5. Choose which locations the Users should have access to from the drop-down list, the locations will show up under the Hierarchy Preview once selected as well (below is a preview of what this looks like).
Step 6: Not necessary but if your team has a Parent Team (i.e. A specific region that the Team reports to) this is where you would add it.
Choose which Region the team reports to and it will also appear under the Hierarchy Preview.
Step 7: "Click Create Team" and you're all set.
If you have any questions about creating teams, feel free to reach out to us at email@example.com .