Follow

Creating, Editing and Deleting Teams

Setting up your Team Hierarchy through Shelvspace can help pull additional insights from your data by allowing you to easily filter our custom Reports and Dashboards.

Creating Teams

Start in the "Settings" Tab.

  1. Select "Teams" 
  2. Select "New Team"mceclip4.png

Then from the New Team menu:

  • Enter a Name for the team
  • Select the Type of Team (Note the hierarchal relationship outlined in the screenshot)
    • mceclip2.png
  • Select who the Team Reports To
  • Select the Owner of the team
  • Select any Team Members
  • Select "Save"

Note: Once Teams are set up you can view your Team Hierarchy to see the Team structure graphically.

mceclip8.png

Editing Teams

Start in the "Settings" Tab.

  1. Select "Teams" 
  2. For the Team you'd like to edit - select "Edit"
  3. Make changes as needed then select "Save"

Note: If you are unable to add a user to a team then they are associated with another team and will need to be removed. You can use the Team Hierarchy to view all users and teams. 

Deleting Teams

Start in the "Settings" Tab.

  1. Select "Teams" 
  2. For the Team you'd like to delete- use the dropdown menu next to "Edit"
  3. Select "Delete Team"

mceclip6.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Still having trouble

Our customer experience team is here for you.

Submit Ticket
Powered by Zendesk