The platform is flexible in how users are grouped into teams. We recommended grouping users based on shared technologies or organizational structures, allowing you to foster collaboration, streamline reporting, and monitor team performance.

• Technology-Based Teams: Group users by shared technologies to encourage learning and collaboration.
• Organizational Teams: Structure teams along existing reporting lines to align with organizational workflows.

Before You Start

Check if you are using SCIM to onboard users:

1. Go to the Organizations tab on the Management UI.
2. Click Details next to your organization.
   
3. Scroll down and expand the Single Sign-On & User Provisioning section on the Organization details page.
4. Check if the SCIM toggle is enabled.
   • If SCIM is Enabled:
     • Pushing Users Only: Create teams manually as described below.
     • Pushing Users and Groups: Teams will be auto-created based on your Identity Management System (IDM) groups. Users will be assigned to these teams automatically.

For further assistance, contact your Customer Success Manager.

Create a Team (Non-SCIM or SCIM with Users Only)

Step 1:

To create a team, navigate to the Teams tab and click on the Add Team button in the top-right corner.

Step 2:

A modal window will appear. Add a team name and select your organization, then click the Add Team button.

Step 3:

Once the team has been created, the name will appear under the list of teams. Click on the Details button next to the team name to view the team page.

Add Users to a Team

Teams can always be expanded to suit the needs of your organization. To add a new user to the team, you must first create an account for them on our platform. Follow the steps mentioned in the Users section to create a user yourself or get in touch with your Customer Success Manager and they will assist you with bulk user creation.

Once the user account has been created, follow the below steps to add them to an existing team. If you would like to add users to a new team, follow the steps in the previous section to create the team and then finish by adding users to it.

Step 1:

To add users to a Team, navigate to the Teams tab and click on the Details button next to the Team name to view the team page as given in step 3 of the Create a Team section.

Step 2:

To add users, click on the Add Users to Team button in the top-right corner.

You can also show and hide users’ nicknames by just toggling between enabled and disabled.

Step 3:

A modal window will appear with a list of all existing users. Select a user(s) by clicking on the check box next to their username(s). Selected users will appear on the right side of the screen. Once you have selected the necessary users, click on the Add Users button.

Adding a Team Manager to a Team

To add a Team Manager to a team, click the Details button next to the team name and then click the Add Team Managers button. To add a Team Manager to a Monitoring license, please follow the steps outlined in this link .

From the list, choose the desired Team Manager. The selected Team Manager will appear in the Selected column. Click the Promote Users button to confirm the addition.

Once added, the Team Manager will be visible on the Teams page. If needed, you can remove the Team Manager by clicking the x next to the user’s email address.

Copying Email IDs of a Team

Also if you want to send an email to the users of a team, you can click the Copy Email Addresses button on the team Details page. This will copy all team members' email addresses to your clipboard.

Then, paste the addresses into the BCC field of your email client (Outlook, Gmail, etc.) and send your message. This should allow you to communicate with your team efficiently.