Admin: Teams & People Overview

[User Profile Fields]
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Speaker 1 (00:01):
Hello and welcome to eLeaP. In this tutorial, we are looking at the teams and people section of the system. To get to it, you simply click on the teams and People icon. If your menu is collapsed, click on just the icon here. Alright, so Teams, this is a crucial part of the platform. You’d need at least one team to be able to really maximize the system, and teams can be organized around different criteria. It could be department based teams, it could be performance-based teams, it could be job relatedness based teams and what have you. Can create teams. As an admin, you can create teams. As a senior manager, you can create teams as a manager. Now, to create a team, of course you will need people. You will need the users or the individuals already create it. And so of course to create a user, you simply go in and you can use the bulk import tool right here.
(01:00):
There’s a template that you can download and just upload users in bulk. You can definitely use the add user at the time, which is this option right here. And it lets you create the user and click add user. Alright, so that’s how you create users. Let’s go back to our teams To create a team, simply go to the air team and create some team name. Alright, so I’m going to create a team right here. And then just select a color scheme for the team. This is super helpful because it does allow you to have a visual. Then you have two sections, very important here. Team leaders and team members. And so if you add a user to the team leader section, that same user cannot then be added to the member section. You pretty much have the option to add a team leader and a team member.
(01:50):
Alright? And this is basically what I’m doing. If you need to add more users at this point, just click right here and you’ll be able to add more users into the system. Alright? And then click Add team. And that literally is how simple it is to add a team. If let’s say, I need to edit this team that I just created. Smart factor. So typo. Alright, so I’m going to go ahead and make that adjustment right here. But let’s say I want to edit the team members for this team. I’ll just click right here. And now I can add, let’s say I need more managers added to the team as leaders, I can just go in and add that. And if I need more users added to team as members, guess what? I can do that and click save. Alright, so this is the view from an admin.
(02:37):
Let’s go to a manager. This is the view from a manager. As you can see, only the teams that are shown here. These are the teams that I manage. Alright? These are the teams that I am a manager in. And as you can see, I can click edit team members and I can edit the teams because again, I am a manager in that team. And of course as a manager, I can also create new teams. So sandstone crew, and I can select my team color as we noticed earlier on. And then I’ll be a team member, a team leader, excuse me. And then right over here I can add team members. You see just how simple and effective this is to be able to create teams. Okay, so let’s go back to our admin section. Now in our admin section, if you notice right here, if you click on a team, you would see the little crown icon.
(03:31):
It just indicates the team leaders in the team. So just letting you know what that means. And then of course, in additional information pertaining to the users and the team goals that they might be attached to, and additional information for you to have. If let’s say you go into the people’s area and you delete a user, say a user has termed, and so you remove them from the system, those users will be sitting in your deleted area right there. I don’t have any deleted users, but if I had users that are deleted, i’ll removed, they’ll be sitting there for 90 days, I believe, or 30 days, excuse me, for 30 days. And then they’ll be cycle ladder system. So if you need to revert and restore a user, just simply go to the deleted section and you’ll be able to restore those users. As usual. If you have any questions about this or any other features in the system, please do not hesitate to contact us.