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
- Select the existing team, tand
- 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

- 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'.