How to edit a team
To update an existing team:
Go to Teams.
Select the team you want to update.
Click Edit team.
Update team details
In the first step, you can edit the basic team settings.
Update the team name if needed.
Change the team manager.
If you want a report that focuses only on the team’s Core Drivers, you can remove the manager. This generates a Core Drivers Group Report instead of comparing results with a manager.
3. Click Next.
Add or remove team members
Remove team members
To remove someone from a team:
Open the Current members tab.
Click the trash icon next to the user’s name.
Note: This action removes the user from the team only. The user will not be deleted from the platform.
Add team members
To add users to the team:
Go to the Add members tab.
Select the user(s) you want to add.
Click Add members.
Click Next.
Review changes
Before finalizing your updates, review the changes you made.
Check the team details and member list.
Click Next to continue.
Update report access
In the final step, review the team report access settings.
You can control who can access the team report and adjust visibility settings if needed.
When you're done, click Complete.
Tip: To quickly update report access without editing the entire team, click the key icon next to the team you want to update.
