How do I manage teams & team members?

Teams are a group of individuals clubbed together by virtue of one or more common attributes. Every company is made of such teams, grouped by their functions, expertise or some other attributes depending on the business need & strategy.

List view

Adding a team

UpRaise admin can add a new team easily by clicking on add option in teams tab on company directory page. Team lead & parent team are not mandatory while adding a new team.

Clicking on add option opens up a pop-up that allows you to add different team attributes and save the team.

Team attributes:

Title: Add the title of the team. Eg. Sales Marketing, Customer Success, etc.
Jira groups : Create teams synced with Jira groups. Read How to sync UpRaise teams with Jira groups? for more details.
Team lead: When you click on team lead field you will get a drop down to select a user.
Parent team: This field give you a list of all existing teams in the system so you can select a team as parent team.
Type: When you click on this field, you will get a drop down list of previously added types. If you want craete a new type just start typing one and add it to the list there itself.
Description: You can add some description about the team.

Once done with these all attributes, just click on save and you will have a new team on your org chart.

Another way a team can be added is from the users tab, while adding or editing a user. New team text would appear in the bracket as highlighted below. When the user is added/updated, new team will be reflected in the team tab.

Editing a team

Note that while adding or editing a team, team lead needs to be a user who is already available in UpRaise users tab. Importantly, UpRaise who do not yet have access can also be added to teams & even can be made team leads. But they will still not be able to access UpRaise, until access is given to them. So you can easily build the complete hierarchy even during pilot & when roll-out is complete, all the users will be properly associated with their teams.

Note that if self service is turned on, users can update their team/s by themselves. But they cannot create new teams, they must use the existing ones.
Also, parent teams should be chosen in such a way that they do not create a circular relationship.

Deleting a team

A team can only be deleted if there are no users, objectives associated with that team. Remove all the associated users from the team (including the team lead), delete all team level objectives related to that team & then you can delete the team.

If there are any team objectives imported in forms, in that case first delete those distribution/s, then delete relevant team objectives, and then system allows you to delete the team.

Users belonging to selected team

Teams tab - list view also allows UpRaise admin to see the list of users who are members of a particular team (refer to the screenshot below). Clicking on the number of users (link) opens a pop-up that lists down all the users with corresponding managers & teams.

Assigning a team lead

Team lead is a special type of team member. While adding or editing a team, one of the existing UpRaise users can be made a team lead.

Removing a team lead

A team lead can be removed from the company directory → team tab → edit option, only by UpRaise user with sufficient permissions.

Then on edit team pop-up, remove existing user from team lead field and search for another & save or just click on save.

Adding team members

Addition of team members is not directly possible while creating a team however, you can add team members by editing the existing team. UpRaise users can be added to the team by editing their team/s from users tab while adding a new user or updating an existing one. This option is only available for UpRaise administrators.

From users tab >> edit user's record -

From teams tab >> edit team and add new team members -

Removing team members

Similar to the addition of team members, removal of team members can be done from the users tab, teams tab or from the dashboard by users themselves.

Note that one user can belong to multiple teams.

Treeview

Treeview helps you visualise organisational structure. Similar to list view, following actions - adding teams, editing teams, assigning/removing team leads, adding/removing team members are available in treeview.

Mouse over on a node in treeview, & options to edit(pencil icon), delete & add will appear.

Adding a team

Click on plus sign and you will see a pop-up to add new team.

Team attributes:

Title: Add the title of the team. Eg. Sales Marketing, Customer Success, etc.
Jira groups : Create teams synced with Jira groups. Read How to sync UpRaise teams with Jira groups? for more details.
Team lead: When you click on team lead field you will get a drop down to select a user.
Parent team: This field give you a list of all existing teams in the system so you can select a team as parent team.
Type: When you click on this field, you will get a drop down list of previously added types. If you want craete a new type just start typing one and add it to the list there itself.
Description: You can add some description about the team.

Once done with these all attributes, just click on save and you will have a new team on your org chart.

Editing a team

For editing team click on pencil icon as shown in the image above & you will get a pop-up of edit team.

Deleting a team

Click on the delete icon as shown in the image above. If you do not have any user associated, team objectives and forms with team's objectives then team can be deleted.

On this page

1 List view
- 1.1 Adding a team
- 1.2 Editing a team
- 1.3 Deleting a team
- 1.4 Users belonging to selected team
- 1.5 Assigning a team lead
- 1.6 Removing a team lead
- 1.7 Adding team members
2 Treeview
- 2.1 Adding a team
- 2.2 Editing a team
- 2.3 Deleting a team

In this section