Overview

Teams is a feature that allows you to mirror your corporate hierarchy and provide a way to define a reporting and management structure. The Teams feature is disabled by default since it only generally applies to large businesses.

To start using the feature go to Admin/App center and install Teams.

Adding teams

After Teams is installed, portal administrators can start adding teams. Hover over the Groups tab in the left bar, then click on Add. Note that only Administrators can add Teams.

A pop-up will appear where you can select the type of group you want to create. Collaboration groups are the default kind of groups with basic functionalities. Compared to default groups a Team adds extra functionalities for management and reporting purposes. To learn more about default groups visit the Groups article.

Click on Team.

Enter the name and description of the Team, select its scope then click Save.

After adding the team it will be published in the Groups catalog and it will be indicated accordingly.

Configure teams

To configure a team click Admin/Configure.

In the Basics area, you can configure the team picture, description, landing page, and more.

In the Features area, you can configure which features are enabled for the team. By default, only the most common features are enabled, and less common features such as wikis and chat rooms are disabled.

In the Membership area, you can add rules that should be performed when users are added or removed from the team.

In the Catalog tab, you can indicate how the team appears in the catalog.

In the News feed area, you can select if you want to allow users to post comments to the news feed announcements.

In the Permissions area, you can allow leaders to enroll team members into courses, to run reports on members and you can allow members to edit the resources area.

Deleting teams

To delete a team, click Admin/Delete.

Team admins

By default, the creator of a team is automatically a team admin and a team member. If you are a team admin, you can add other admins using the People picker, by clicking Add from the Admins tab.

Team leaders

Team admins can add team leaders using the People picker, by clicking Add from the Leaders tab. They can remove team leaders by selecting them and then clicking on Remove.

Add members to courses

If the team admin enabled the "Allow leaders to enroll members into courses" option via Admin/Permissions, then team leaders will be able to enroll team members to courses.

A team leader can enroll members into a course by visiting the Members tab then clicking on Enroll.

Select the course from the pop-up and click Continue.

Select the members from the people picker, then click Enroll.

Run reports on members

If the team admin enabled the "Allow leaders to run reports on members" option via Admin/Permissions, then team leaders will be able to run reports on their team members.

To run a report on team members, first team leaders have to create a custom report. To create a custom report go to Reports/Add.

Enter the name of the report, the description and select Users from the drop-down.

Configure your report using the tabs in the top bar. To learn more about how to configure reports, visit the Reports article.

Before you run the report, select the team from the Teams drop-down, then click Run.

Team members

To see the members of a team, click Members from the left bar. Team admins can add new members to the team by clicking on Add.