How to Organize Users Into Teams
Create teams that mirror your company structure, assign users individually or in bulk, and use teams to filter recognition feeds and data exports.
Who can use this feature
Available on the Team plan and above. Requires the Super Admin admin permission.
Who can use this feature
Available on the Team plan and above.
Requires the Super Admin admin permission.
Who this is for
Admins with Super Admin permission who want to group workspace users into teams.
What you'll achieve
Teams that reflect your company's departments or groups, making it easier to filter recognition feeds and user exports by the people who matter most to each part of the organization.
Before you begin
You have Super Admin permission
You know which teams to create — team names must be unique across your workspace
Steps
Open the Teams page under Admin → Users & Permissions.
Creating a team
Select Create New — the team dialog opens.
Enter a team name — this must be unique in your workspace (names are compared regardless of capitalisation, so "Marketing" and "marketing" are treated as the same name). Names can be between 3 and 100 characters.
Optionally select a team manager — choose any active user in the workspace. You can skip this and add a manager later.
Save — the team appears in the table straight away.
Editing a team
Select the edit action on any row in the Teams table. From here you can rename the team, assign a different manager, or clear the manager entirely.
Adding users to teams
There are three ways to assign users to teams, depending on how many people you need to update.
Individual
Open a user's profile from the Users page and select the teams they belong to. A user can belong to multiple teams — for example both Marketing and Design.
Bulk
Select several users on the Users page, then choose Assign Teams from the bulk actions. The teams you pick are applied to everyone in the selection at once.
CSV invite
When inviting users by CSV, include a teams column with comma-separated team names. Each name must match an existing team exactly — rows with unknown names will fail validation. See the invite article for full CSV details.
Updating a user's teams — whether individually or in bulk — replaces their entire team list with the new selection. If a user belongs to teams A and B and you assign only team C, they are removed from A and B. Make sure the selection includes every team the user should belong to.
What to expect after
Once teams are in place, a few things change across the workspace:
Recognition and celebration feeds gain a My Teams filter, so users can focus on activity from their own teams.
User exports can be filtered by team, which is useful for pulling reports scoped to specific departments.
User profiles and the admin Users table display team memberships, making it easy to see where someone sits at a glance.
Teams do not affect permissions or recognition budgets — those are managed separately through permission groups and budget settings.