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Team Management

Create and manage teams to organize questions and users.

Team Structure

Teams organize: - Questions (team-scoped) - Pulse data (team-scoped with org rollups) - Moderators (team-scoped permissions) - Users (primary team + memberships)

Create Team

  1. Admin → Teams
  2. Click "Create Team"
  3. Enter:
  4. Name: Display name (e.g., "Engineering")
  5. Slug: URL-friendly (e.g., "engineering")

  6. Description: Optional team description

  7. Click "Create"

Slug requirements: - Lowercase - No spaces (use hyphens) - Alphanumeric + hyphens only - Cannot be: "all", "admin", "api"

Edit Team

  1. Admin → Teams → [Team Name]
  2. Click "Edit"
  3. Update name, slug, or description
  4. Save

Note: Changing slug changes team URLs.

Delete Team

  1. Admin → Teams → [Team Name]
  2. Click "Delete"
  3. Confirm deletion

Warning: This deletes: - All team questions - All team pulse data - Team memberships

Cannot be undone.

Manage Team Members

Add Members

  1. Admin → Teams → [Team Name] → "Manage Members"
  2. Click "Add Member"
  3. Search for user by email/name
  4. Select role:
  5. Viewer
  6. Member
  7. Moderator
  8. Click "Add"

Change Member Role

  1. Admin → Teams → [Team Name] → "Manage Members"
  2. Find user
  3. Click role dropdown
  4. Select new role
  5. Save

Remove Members

  1. Admin → Teams → [Team Name] → "Manage Members"
  2. Find user
  3. Click "Remove"
  4. Confirm

Note: Users must belong to at least one team.

Primary Team

Each user has one primary team:

  • Determines default view on login
  • Used for pulse cohort assignment
  • Shown in user profile

Set primary team: 1. Admin → Users → [User Name] 2. Select "Primary Team" 3. Save

Team Visibility

All teams are visible to all users (public).

Privacy: - Questions are team-scoped - Pulse data is team-scoped - Moderator permissions are team-scoped

Users can: - View all teams - Switch between teams - See question counts per team

Bulk Operations

Bulk Add Members

  1. Create CSV file: 

    email,team,role
alice@example.com,engineering,member
bob@example.com,engineering,moderator

  2. Admin → Teams → [Team Name] → "Import Members"

  3. Upload CSV
  4. Review and confirm

Bulk Update Roles

  1. Admin → Teams → [Team Name] → "Manage Members"
  2. Select multiple users
  3. Click "Change Role"
  4. Select new role
  5. Confirm

Team Analytics

View team statistics:

  1. Admin → Teams → [Team Name] → "Analytics"

Shows: - Total members - Active questions - Answered questions - Pulse participation rate - Moderator activity

Common Tasks

Create Department Teams

Recommended structure: - Engineering - Product - Marketing - Sales - Customer Success - General (for company-wide questions)

Reorganize Teams

When teams change: 1. Create new team 2. Move users to new team 3. Archive old team (optional)

Cannot: Move questions between teams (by design).

Seasonal Teams

For temporary teams (e.g., "All Hands 2025"): 1. Create team 2. Use for event 3. Delete or archive after event

Best Practices

  1. Naming: Use clear, recognized team names
  2. Size: Keep teams < 100 members for best experience
  3. Moderators: Assign 2-3 moderators per team
  4. Primary teams: Ensure all users have primary team set
  5. Cleanup: Delete unused teams periodically

Troubleshooting

Cannot Delete Team

Reasons: - Team has questions (delete questions first) - Team has members (remove members first) - You don't have admin/owner role

Users Not Seeing Team

Check: - Team is created - User is logged in - Team hasn't been deleted

Moderator Cannot Access Team

Check: - Moderator is member of team - Moderator role is assigned for that team - Team exists