Have you ever wanted SPOTIO to match your organization’s structure more closely? Does your Ops team have to apply multiple layers of filters to see the metrics they need? Maybe it’s time to look at setting up Teams in SPOTIO to improve reporting visibility, fine-tune control over record visibility, and give you further ways to segment your organization for reporting purposes!
Account Admins have the ability to create Teams in SPOTIO. In some cases, Managers may also be allowed to manage users and Teams, depending on permission settings.
Video: How to Create Teams and Team Hierarchy
Creating Teams and Team Hierarchy
To create a team:
- Click on the Settings Gear in the bottom left-hand corner of the screen.
- Go to Teams/Users and click on the Teams tile at the top-center of the page
- Click Create Team and give the team a name
- Click Create.
To create a Child team, you will go through similar steps:
- Click Create Team and give the team a name.
- Click Child of and select which team you want to use as the Parent team.
- Click Create.
Assigning Users to a Team
Only users with Manager or Sales access can be assigned to a Team. Account Admins cannot be assigned to a Team.
If you want a user to see/have access to all Teams within a Hierarchy, assign that user to the Parent team. You will not have to assign this user to each individual “child” team as they will have access to all of them.
How to assign users to a Team
- Click on the Team you want to assign Managers and Sales reps to.
- Click the Assigned Users box and a list of eligible users will be displayed.
- Click the plus icon next to the user name (you can click multiple).
- Click Save.
Can I assign users to multiple Teams?
Yes! Any user with the Sales Rep or Manager Role in SPOTIO can be assigned to multiple teams simultaneously. You’ll see all Team assignments in the Users Section of Users & Teams under Settings.
Can I assign users to Teams in Bulk?
Yes! Any user who has permission to Assign other users to Teams can assign users to a Team in bulk by using the checkboxes next to the Users name in the Users Section of Users & Teams under Settings, checking a number of users and then selecting “Assign to Team” from the Bulk actions that appear.
What is the difference in Lead Visibility by Teams vs Territories?
When Lead Visibility is set to TERRITORIES which records users are able to view and edit is determined by the Territory they are assigned to – e.g. If Joe is assigned to Texas, he will only see records in the Texas Territory, regardless of if his Team is working records in other Territories.
When Lead Visibility is set to TEAMS, which records users are able to view and edit is determined by the Team they are assigned to – e.g. if Joe is on Team A, he will only see records where the Lead Owner is assigned to Team A, regardless of if other Teams are working in his Territory.