Adding Team Managers

By adding a team manager to a team, you can provide workspace users with the ability to view team earnings and attainment, participate in the approvals process, and create the team structure for automated roll-up of attainment credit in leadership plans.

Before you can assign a team manager, they must also be assigned the Team Manager workspace role. To learn how to assign a workspace role, please visit this article.

To assign a team manager to a team, navigate to the Teams page and click the team you'd like to edit. At the top of the team view, click the 'Managers' tab and then the icon in the top right corner to add a manager.

You can add multiple managers to a team. Admins will be able to view all teams by default. Permission levels can also be set for each team manager.

After selecting a team manager, set the permission level for each team manager:

Click 'Learn More' for more details on the permission level. The permission levels are:

After a team manager has been added to a team, the team assignment dates will be defaulted to recurring. These team assignment dates will be used to determine attainment credit if the manager's plan contains a component with roll-up attainment credit. To edit a manager's team assignment dates, click the kebab menu to the right of the manager's name and select 'Edit Team Assignment Dates':

In the pop-up modal, enter the start and end dates for the manager's assignment to this team, then click 'Save'.