How do I update a team structure (Hierarchy)

This article covers information on how to setup a Parent Team, Child team and update a hierarchy. This action is typically reserved for senior leader and admin roles


Definitions:

  • Parent Team - This team is the top of the tree, mainly led by Heads of Dept and or Sr. Leaders
  • Child Team - These are the teams that either report to the Parent team directly or report into another team that reports into Parent Team.

 

How to move an existing team 

  • Navigate to 'Teams' in the Main menu. 

  • Search for the Parent team you want the team to report into.
  • Click 'Add Child Team' button on the right.
  • Search and select the team from the below dropdown this will provide information on who currently leads the team 
    Picture1
  • Select the existing team, tand 

Picture3

  • Select the toggle to add the user as a 'member' of the parent team. If the leader of the team does not need to be added to the parent team as a 'member' switch the toggle off

How to create a new team

  • Click 'Create a new child team' as shown above. You will be greeted by the following image
Picture2
  • Follow the prompt and fill in the details like :
    • Team Name
    • Level (Allocating a 'level' determines the cadence of Meetings)
    • Select the 'Parent Team' - you can leave this blank
    • Select the 'Leader' of the child team.
    • Click 'Save'.