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Create and Manage Teams and Departments

The ability to create and manage teams of people within Leadr just took a huge leap forward. Users can now create teams and assign team leads for more effective project ownership and increased clarity across the board.

Written by Alex Brown

Create a Team

Admins can create, edit, and delete teams from the Teams section of the People > Teams page. Anyone can create a private team.

Create Teams

  1. Select the People widget from the left-hand side bar

  2. From within the People Dashboard, navigate to Teams along the top bar

  3. Next, select + New Team

  • Start by creating a name for the Team

*Note: the name is mandatory

  1. Select the Team Owner(s) if desired

  2. Begin to add team members by selecting each participant from the people filter

  3. If the "Public Team" box is checked, anyone in the organization can view the Team

    1. If your Team is public, members of your organization will be able to request feedback, assign learnings, or perform other applicable actions to the entire Team with one click!

  4. When all the participants are selected and all applicable fields are filled out, press Create

Edit Teams

  1. From within the Teams page, select the correct Team to modify

    1. Click Edit Team in the upper right-hand corner

    2. From here, edit the sections that you would like to modify

    3. Click Save Changes to save all edits

  1. If you would like to view a user, change their role to owner, or remove them from the Team, click the 3 dots to the right of their name and select your choice

Delete Teams

  1. From within the Teams page, click the 3 dots on the right side of the Team

  2. From here, you can view the team or delete it

Using Teams | Leadr Advantage

If you’re one of our Leadr Advantage customers, take advantage of the opportunity to reinforce clarity for your teams by answering the Six Critical Questions so that they will show on Leadr Home. This keeps the most important thing front of mind at all times.


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While the first four questions are set at a leadership level within the Admin Settings area, you can answer questions 5: "What is the most important right now?" and 6: "Who must do what?" and assign those for your individual teams.

  • Team Management: Leadr Advantage can set their team clarity statement which will appear on Leadr Home from within the Teams Tab

Using Teams | Reviews

Admins can now also filter by user Teams when creating a review cycle.

  1. From within a draft review cycle, select Continue

  2. Next, select People and +Add

  3. With the people picker open, begin to filter by Teams or Department

  4. Add as many Teams, Departments, and Users as needed

  5. Publish Review

All Users

Users can also benefit from using Teams by filtering for specific Teams within some areas of Leadr.

Using Teams | Team Meetings

  • From within the people picker (while scheduling or updating a meeting), select the Filter button to Filter by Department and/or Teams

  • Link a Team Meeting to a Team. See Meeting and Calendar Integration Articles for more information

Team Objectives

Objectives assigned to designated teams*. Once the user selects this objective type, they are presented with a way to specify one or more teams for the objective.

  • Team Objectives cannot be private

  • Team Objectives can have collaborators

  • Team Objectives can have viewers - the entire team is implied, but others can be specified

User Types:

  • Admins:

    • Can view Objectives for all teams

  • All Users:

    • Can view and create Objectives for teams they are apart of

    • Can view Objectives for their assigned teams or where they are specifically attached

  • Limited Access:

    • LA users included in the team are included as viewers

Create a Team Objective

  1. Follow steps one through three from above

  2. Once on step three, select "Team Objective"

  1. Next, select a team

    1. Note, that you will not see a Team option if you do not manage a Team

  2. Select the Objective owner and any additional participants outside of the Team

  3. Then, select Save Objective


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Feedback

  1. From within the individual tab, begin by selecting Request Feedback

  2. Next, enter in necessary details, then navigate to Respondents

  3. Select the Filter button to Filter by Department and/or Teams

  4. Double-check your draft Feedback, then select the green Send button

People Tab

All users can now filter by admins, departments, or user teams. However, users can only filter by one option. For example, within Departments, you can select Customer Success, but not all Departments.

Profile Cards

All user Teams a person is a part of are listed on their baseball card. A drawer will open by clicking on the user team name that shows the team details and other members.

Participant Limit

Lastly, We have removed the limit on how many users you can add to the following:

  1. Feedback

  2. Reviews (only admins)

  3. Objectives (only when adding collaborators)

  4. Team Meetings

Departments in Leadr:

Departments are the formal parts of your organization, like HR, Marketing, or Sales, and they help structure users based on the company’s setup. They are added user by user.

How to Add a Department

  1. Go to the "People" tab in the sidebar.

  2. At the top of the screen, click the "Admin" tab.

  3. Select a person whose department you want to assign or change. A side banner with their profile will appear.

  4. Scroll to the "Departments" dropdown near the bottom of the banner.

    To create a new department:

    • Type the department name in the field.

    • Press Enter or click "Add New Department" to save it.


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How to Delete a Department

  1. First, make sure no users are currently assigned to the department you want to delete.

    • You can do this by editing each user's profile and removing or changing their department.

  2. After all users have been removed from that department:

    • Refresh the page.

    • The unused department will disappear automatically from the list.


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You have now successfully learned everything there is to know about User Groups! However, if you have any additional questions, concerns, or comments, please reach out via the blue chat bubble or [email protected].

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