Navigation in Elate is centered around a team structure to help everyone at your organization see information that is relevant to them.

To add new teams, press the plus button in the side menu in Elate.

This will add a new team and will allow you to edit the team name inline.

To manage who is on that team, hover over the team and click “Manage Members” from the three dot menu.

On the manage members screen, you will be able to assign Elate users to specific teams. If you have not created users yet, check out this article about how to add users.

If you have users you want to assign to the team, search for them, assign them a team role, and add them to the team.

You can create a hierarchy in your team structure in Elate. This will help you set up Elate exactly as your department and team structure is set up.

To add a subteam, click the plus next to a team you want a subteam for. In this example, clicking the plus next to Marketing adds a subteam for Marketing.

As you can see, the subteam is indented below the marketing team, and the marketing team now has a caret next to it (because it has a subteam).

Setting up teams and assigning your employees to the correct teams will allow all of your Elate users to find information around the strategic plan more easily.