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How-to Admin team-manager

Creating and managing teams

Creating and managing teams

This article shows you how to create teams, add members, and use teams to scope check-ins and reports so managers only see the groups they run.

Before you begin

  • Organization Admins can manage all teams. Team Managers can manage their assigned teams — see Roles and permissions.
  • Members must already belong to the organization before you add them to a team (invite them first if needed).

Steps

  1. Open Organization -> Teams in the Dailybot web app.
  2. Click Create team (or New team).
  3. Enter a team name and optional description so others recognize the group’s purpose.
  4. Save the team. It appears empty until you add members.
  5. Open the team, then choose Add members (or Manage members).
  6. Select people from the org directory or search by name. Confirm to add them.
  7. Assign or confirm Team Managers for the team if you want delegated administration.
  8. When creating or editing a check-in, set Audience or Participants to this team so reminders and reports target only those members — see Create a check-in.
  9. To remove a team, open team settings and choose Delete team after moving check-ins to another audience — deletion does not delete user accounts.

What to expect after

Team members receive check-ins and reports scoped to that team. Managers see analytics for their teams without seeing other teams’ responses unless they are also admins or managers for those groups. Empty teams can remain on the list until you delete them; they do not bill separately — billing follows active users at the org level.