Start Using Your 5 Teams

To start using your additional teams, log in as your site administrator, and then click on the App menu:

The App menu is located in the upper right,
next to your profile avatar.

Click on the “Admin” function.

The App menu, with the Admin function highlighted.

Use the “Teams” menu item in the “Setup” menu to create new teams.

The “Adding New Team” window asks you to name the team, placing it in your hierarchy, assign an owner, and more.

Click the “Add” button to open the “Adding New Team” window.  You are free to name this team whatever makes sense in your organization.  This name will appear in the Scorecard menu, in the Leaderboard, and on various reports.  It can be changed later.

The “Add New Team” window asks you to name the team, place it in your hierarchy,
assign an owner, and more.

The Parent Team will be your top-level scorecard, usually carrying the name of your company.  Once you have your first team defined, you can nest other teams underneath it, like having “Western Division” and “Eastern Division” teams underneath “North American Sales” — it’s up to you!

The “Owner” is a pop-up list of players already defined.  See this video if you haven’t added other players yet.

Lastly, with a bunch of teams you may find reports that use the full team name can get unwieldy, so appropriate abbreviations can be useful.  “Ops” for “Operations” or “Fin” for “Finance” are common.

Save this team and add up to four more!