How to Create a Team
Teams are collections of users on your site; they are users grouped together for specific purposes. Teams allow companies to control access to guides, create team-based approval processes, add team signoffs to guides, build guides, and create wikis.
If your site uses Community Editing, users with similar interests can pool their reputation and contributions together (by creating a team). Visitors to a team's page view information about the team and its members. Members of the team are also able to freely edit each other's guides.
Whatever the use, anyone may start their own team to work with others, be it co-workers, trainee partners, or just like-minded folks.
To view, create, join, or edit teams, select Teams from your drop-down user menu.
This opens your site's Team page, which displays all of the teams on your site. The teams that you are a member of appear at the top of the list, outlined in blue with a check mark in the lower-right corner.
All How-To Guides
Once you are on the Teams page, you can:
- View an Existing Team
- Join an Existing Team
- Search Teams
View or Join an Existing Team
To check out one of the teams that already exists, click on a team name or team avatar. This takes you to that team's profile. The tabs below the team name and avatar allow you to navigate between the different parts of the team's profile in the same way you would with an individual's profile.
The top of the team's page features the team name, picture, stats, summary, and a Join Team button. The button will say, Leave Team, if you have already joined. This button is not visible if you are already a member of a different team. If you want to join the team, click on the Join Team button.
- The Contributions tab automatically updates each time a member of the group contributes to the site.
- The Activity tab automatically updates with a list of recent team member activities performed on the site. Clicking on an activity opens the page that was changed.
- The Members tab provides a list of every member on a team. The Members tab allows viewing of individual team member profiles. To view profiles, click on either the team member's name or their avatar image.
- The Reports tab provides completion statistics for all team members who complete the guides on your site.
On the right side of the Teams page site header, there is a search bar. Use this to search for a specific team name or a part of a team name. Giving your team a descriptive name optimizes your team's search recognition and increases your team's visibility in search results.
The Reports tab gives you access to each team member's completion status for the categories and guides on your site.
You may filter the view by Guides or Members. The status bars on the right represent the percentage of the category of guides that have been completed by the users on the team.
Click on the user to view the date that the member joined the team, the current number of completed guides in this category, the user's profile, and a link to the completion stats for this category.
Clicking on the View Completion Stats button opens a list of the guides in the category and the dates that the user completed the guides. If the user has not completed a guide in this category, a red "X" appears before the guide.
Guide Completion Stats
How to Create a Team
Inviting Users to a Team
Creating or joining a team provides editing options. Any privileged user (Admin or Author) or member of a team may edit the Team page. To edit the page, click on the Edit tab on the top-right of the team page, beneath the site header.
Team Name & Avatar
Add and edit your team's main image and title in this section.
The team summary often includes a brief overview of your team, its members, and the team's role and purpose. The summary appears in the title banner at the top of your team page as well as in the team's banner on the main Teams page.
In this area, include all of the information or images relating to your team. This is the main part of the team page. It is the first view that users see when they view your team page. It should contain the full description of your team's purpose and any other relevant and important facts for your team's identification and purpose. You can also upload images and documents to this page and create links to other pages on your site.
To set the location of your team or secret team headquarters, click on the Share your location... link. A Google map will appear. Drag and drop the placemarker to your desired location. Using the buttons on the map screen, zoom in, zoom out, scroll, and check out the street view.
Delete a Team
Only admins and page creators have the ability to delete a team page. To delete a team page, click the Edit tab and scroll to the bottom of the page. Click on the Delete Team button. This erases all of the information about the team and removes all of the members. But it will not delete anything from any individual user's page or reputation.