This article is for Super Admins and Admins
What is a team?
Teams allow you to group employees (e.g., by department or location) so you can:
Run team-based campaigns where groups compete
Assign a Team Leader who can manage campaigns for their team
Create team-based budgets or activity reports
How to create a team
Go to Manage > Teams
Click +Add Team
Complete the following fields:
Team details
Name: Enter a clear team name (e.g., Sales – East Region)
Description: Add a description
Team leadership
Team Lead: Select a user to manage the team
Team members
Choose how you want to assign members:
Option 1: Specific individuals
Manually select users from the list
Option 2: Specific custom attributes (automatic assignment)
Select one or more attributes (e.g., Department = Sales)
Any user matching these fields will automatically be added to the team
Final step
Click Add to save your team
Keep your team updated (for automatic teams)
If you’re using custom attributes, new users won’t appear automatically until you sync:
Go to Manage > Teams
Select your team
Click Sync to update members:
FAQs
Why aren’t new users appearing in my team?
If your team is based on custom attributes, you need to click Sync to update the member list.
Can a team have more than one leader?
No, each team can only have one Team Lead.
What happens if I change the Team Lead?
Any campaigns managed by the previous Team Lead are automatically transferred to the new Team Lead
The new Team Lead can manage these campaigns from Manage > Campaigns
If a budget is assigned to the Team Lead, it will transfer to the new lead at the next renewal period
What happens if I delete a team?
The team is removed from the teams list (on the Manage > Teams page) and from users’ profiles
If a giving budget was assigned to the team, it will stop being distributed. Any giving points already assigned will remain in employees’ balances until the next renewal period.