Teams

About Teams

With Enalyzer organizations, you can create teams and organize your organization members into them to reflect your company's structure. Teams are used to send recurring surveys, as well as to filter through your members.

Create Teams

Create teams that reflect your organization and use them to organize members. To create teams, you have to: 

  1. Go to the homepage and click on your organization.
  2. Select teams on the side menu.
  3. Click on the + create team button, if you already have teams click on the add teams icon (TealPlusIcon.png).
  4. Enter the team name, e.g. marketing. If you'd like, you can also add a team ID.
  5. If you've already created teams, you have the option to nest the team you're about to create under a parent team.
  6. Click create when you're done.

Add Members to Teams

Once you've created the teams, you're gonna want to add members. There are three ways to go about it:

  1. Add the information manually when you invite members.
  2. Add the information to the CSV file when you import members.
  3. Add the information into the member profile manually.

To add them manually, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the member whose profile you want to view.
  4. Under background information, add values to the variables you created under background information.
  5. Changes will be saved automatically.

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