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How do I create Teams/Groups on OneUp?
How do I create Teams/Groups on OneUp?

Teams allow you to report on multiple employees' data easily, and are also used throughout other areas of the platform.

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over a week ago

Overview

You are able to organise your users on OneUp into Teams!

These teams are normally used to represent the different teams you have within your office, but we also recommend creating a 'Whole Company' or 'Whole Office' team for an easy way to view the collaborative results of the entire company/office!

Users can be in more than one team, so you can make them as specific as possible.

Creating Teams

By default, you need Admin permissions to add or manage Teams on OneUp.

  1. Log into your OneUp Dashboard and click the menu icon in the top right.

  2. Select Teams from the menu that appears.

  3. To create a new Team, click Create a Team in the top right of the page.

  4. First, name your team. Then click Create.
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  5. From here, you can customise your new team. Add a team icon, pick a colour and then select the users you want to include in the Members section.
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    You can also add Managers to a team - these are users that may need to see data for members in this team. Managers can also be made Contributors - this means the data they add will also contribute to the team's total stats. By default, Managers added to a team do not contribute to team data.

  6. Click Save when you're happy with the configuration.

Editing an Existing Team

  1. To edit an existing Team, click on the pencil icon to the right of the Team.

  2. Alter whatever information you need within the Team settings, and click Save to apply them.

πŸ“Š Data Access

Through the Teams page, you are also able to have control over who in your teams and company has access to whose data on the OneUp platform. Have a look at our Data Access article to see how.

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat - we'll be happy to help! πŸ’™
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