Creating Teams | Adding Users & Assigning Trainings

**Teams** is located on the left column of the Dashboard platform and serves a variety of functions but is primarily used for assigning modules or trainings to users. By utilizing **Teams** , you are able to purposefully assign users specific modules and organize those users by categories specific to your organization.

Once your team is created, you will be able click on that team and access the performance data from the users on that team including the last time they logged in, whether or not they have started a training, and the completion status of the modules they have been assigned.

Similarly, when you click on your team and then head to the **Modules** tab, you will be able to see each module or training that is assigned to that team.

Once your teams have been created, they will show up in the Teams section of Dashboard along with the number of modules and users assigned to the team and the completion percentage and average scores of the users.

When inside **Teams,** , clink the **\+Create Team** button.

From there, create a team name. You can create teams based on location, quarter, department, or skillset to name a few.

Select a team manager. The individual chosen as the team manager should be someone whose user account is set to either the **Super-Admin, Admin,** or **Manager** role. A user account with the role of **Manager** will be able to see the performance data of the users of their teams whereas an account with the role of **Super-Admin** will be able to add modules and users to teams. Be sure to keep that in mind when selecting a team manager.

Click the **Select Manager** button.

If you are not ready to add users and trainings at the time of team creation, you can uncheck the **Add Users and Training now** field. If you are ready, you can keep the box checked and click **Next** to follow the prompts to add the users and trainings to your newly created team.

Moving forward with an unchecked box, you will then, click **Create** to officially create your team.

When you are ready to add users to your team, return to **Teams** tab on the left column.

Click on your newly created team.

From there, you will be taken directly to the **Users** button. From there, click the **Add User** button.

Then, go down the list to check off all the users you would like to add to your team.