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How to set up Teams

This article will provide instructions on how to setup teams to assign out custom training plans

Rachel Yonan avatar
Written by Rachel Yonan
Updated over a week ago

Teams are simple groups of Learners that can be used differentiate training (by assigning custom training plans) or as a way to generate more granular reports.

You can find this feature by going to Admin > Teams, then click "Create Team" on the top right.

Add a Team name

Select a Training Plan to assign to the team. This Training Plan will automatically be assigned to any users on this team.

Adding members to Teams

  1. Click on the name of the Team

2. Click on Add Users, and then start typing to search for a user by email or upload a CSV file.

3. Click "Invite Teammates" next to the user you want to add to the team. If you want this process to send and onboarding email, you can select the "Send onboarding email to imported users."

Remove User From Team

  1. Click on the Edit button next to any users you want to remove from the team

  2. Then click either the Edit button next to the team you'd like to remove, or click the Change Teams link.

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