How do I update a team structure?(Hierarchy)

This article provides information on how to setup a Teams (Parent/Child) and Update your team structure. This action is typically performed by Senior leaders and Admin roles.


Definitions:

  • Parent Team - This is the highest-level team within the organisational structure, typically led by department heads and senior leaders.
  • Child Team - These teams may either report directly to the Parent Team or to the Sub-Teams that fall under the Parent Team's structure.

How to add an existing team to a Parent Team 

  • Access the 'Teams' section from the Main menu.

  • Locate the team to which you want the child team to report.
  • Select the 'Add Child Team' button located on the right side of the screen.
  • Search for the team in the dropdown menu below; this will display information about the current team leader.
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  • Choose the existing team from the list, and adjust the toggle to add the user as a 'member' of the parent team. If the team leader does not need to be a member of the parent team, you can easily disable the toggle.

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    How to add/create a new team

    • Choose the 'Create a new child team' option as previously mentioned. This action will open a form for you to fill out with the required information.
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    • 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'.