Managers and Admins: How to Manage / Create / Add Members or Edit Your Teams

As a manager or administratoryou are able to create teams. With your teams you are able to: 

• Create challenges and surveys (if enabled by your administrator).
• Issue Points.
• View Merits issued, posts and comments made by your team.
• Delete posts and comments made by your team (if enabled by your administrator). 

Step 1: Under MANAGE PROGRAM Click On MANAGE MY TEAMS:

 

 

STEP 2: Search For Employees and Add them to Your Team

The first time you go to your MANAGE MY TEAMS the page will look blank since you are not associated with any team. 

To add people to your team, click on ADD NEW MEMBERS on the right side of the screen. 

 

If you want to select all employees within a specific division or location you can also do this:

1. When that division or location is selected, all users attached to it will show. You can select all users at the same time or select specific users. If you do not filter by one of these, all users will show. 

2. When all users are selected, click ADD SELECTED.

 

Your users have all been added. You can also use the SEARCH box at the top of the table to look up specific people too. 

Now you can issue points, challenges and polls to your team and can also view their specific Merits and Comments on the TeamBoard landing page. 

 

• Related Articles

• How to create and manage polls.

  Using polls is a great way to gather feedback about specific topics. You can deploy polls to individual users, departments or to specific locations. Creating A Poll To create a poll: 1. Go to COMMUNICATION on the main menu. 2. Click on MANAGE POLLS: ...

• Manager Roles and Features / Create Teams

  If you have been made a manager of a group or division you now have the ability to perform several functions. Below are the key differences you have as a manager along with the support guide to do each one: Add members to your team. Create ...

• How to add/edit/change an employee's anniversary date or employee number

  To change the anniversary date of an employee, when you were logged into your account as an Administrator (Business Level), click on the left side menu tab MANAGE PROGRAM. Then click on MANAGE MEMBERS. From the list that is displayed find the ...

• How to Create and Manage Challenges as a Manager or Administrator

  Using Challenges is a great way to engage your team and to accomplish specific tasks. Users are assigned challenges and check off each task as they are completed. Once a user has completed a challenge, the manager who created the challenge logs into ...

• How to Manage/Edit Merit Badges

  The merits that are preloaded into your program can be changed or edited to suit your individual needs. Whereas you are not able to change the merit icon, you are able to change the merit title and description if you a have business (Admin) status ...