How To Add A Team

What this does

Adding a team creates a working group inside a division.

Teams help you organize staff and later assign members to the right part of the company structure.

Before you start

• You should already have the division structure in place.
• You must be a Manager, Admin, or Owner to add or edit a team.

Recommended setup order

This step usually comes after:

1. How to add a division
2. How to add a service

Steps

1. Open the Admin App.
2. Go to Company Structure.
3. Select Teams.
4. Click Add Team.
5. Enter the Team Name.
6. Choose the correct Division.
7. If needed, choose a manager in Select Manager (optional).
8. Click Save in the dialog.
9. Back on the Teams page, click the main Save button.

Important:

• saving in the dialog only updates the draft list on the page
• the team is not fully saved until you click the main page Save button

Managing members

After a team exists, you can open Manage Members and add staff to that team.

Member changes are also part of the page-level save process.

Common mistakes

• creating a team before the division structure is clear
• saving the dialog but not the page
• assuming Manage Members changes are final before the page-level save
• leaving staff out of the team after creating it

What to do next

The next likely step is assigning staff to the right team and completing wages.

Related guides

• Admin App: Staff setup overview
• Admin App: How to add a division
• Admin App: How to add a service
• Admin App: How to add a user
• Admin App: How to assign staff to the correct team and division