How to create and edit teams in Elofy?

In this article, you will learn how to register new teams for your company.

Atualizado há mais de uma semana

This article is intended for administrators. If you want to understand more about access profiles, click here.

Step 01

All the teams in your company can be created by accessing the settings icon in the upper right corner of the Elofy platform.

Go to Settings > Teams.

Step 02

Once you have accessed the teams’ section, you will be directed to a settings page where you will have to fill in the following information:

OBS - You can also import a load of teams at once, using the import feature. Learn more here.

  1. Name: Enter a name for the team you are setting up (for example: Marketing, HR...);

  2. Responsible Person: Select the user responsible for this team (the manager, leader, head, etc);

  3. Parent team: The "Mother Team" field is optional and is only available in case there is a team hierarchy. For example: Board > Finance Department > Cashier. In this sequence, one is the mother of the other. This setting has no impact on user access from one team to the other, acting only as a visual organization;

  4. Tags: Define tags for your team. With Tags, you can segment groups to evaluate them in a better-organized way when accessing the company's reports. For example: on the OKRs screen, you can see the Tags filter, which shows the OKRs of all the teams that have the same tag;

  5. Members: Select your team's members. Only users without a team will appear as an option in this field;

  6. Status: Choose whether the new team will be active or inactive. If you select active, the team will now be available for selection, and if it is inactive, it will not be available. You can then inactivate a team by returning to this screen.

Step 03

After filling out all the boxes, just click Save.

And that's it, the team will automatically appear in your team list!

In addition, if you reach the end of the process and want to delete all the information, just click ‘Clear form’.

Lastly, you can subsequently edit the information about the team you have created. In the registered teams’ screen, click on the edit pencil to access the information and edit it.

And that’s it!!

If you have any questions, please contact us, we'll be glad to help!

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