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How to group Users into Teams
How to group Users into Teams

Group and organise your Users by their Teams or Departments in your company.

Felix Tan avatar
Written by Felix Tan
Updated over a year ago

The Teams feature allow you to group your Workspace's Users into their respective Teams or Departments as it is in your Company.


Who can use this feature

πŸ‘‘ Available to Workspaces on the Team Plan and above.

βš™οΈ Global Admin Permissions are required


Teams can be created within the Admin Settings menu, under the Workspace Teams tab.

Creating a new Team

Each Team simply requires you to assign it a name and a User as a Team Manager. Each Team can only have a single Team Manager. This Team Manager can be changed at any time by clicking on the respective Team, which opens a popup for you to edit the Team.

Important:

Users assigned to the Team Manager role will receive an email notification for every recognition that's given to their Team's Users. This includes private recognitions. They can opt-out of these notifications at any time.

Adding Users to Teams

You can assign Users to Teams by heading to the Manage Users tab under the Admin Settings menu.

Assigning can be done individually or in bulk, depending on your use case. Simply select your Team from the dropdown of Teams.

Each User can belong to multiple Teams, for instance, belonging to both Marketing and Design. In such scenarios, Team Managers of both Teams will receive a notification if the User receives a recognition.

Do note that New Users added to your Workspace is not automatically assigned to a Team, and need to be assigned to one before any Team-related functionality can be used by the New User.

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