Learn how to create teams to group users for organizational, reporting and partitioning purposes.
written by: Christopher Jacko
1. Introduction
Teams can be created to easily organize users based on relevant characteristics, such as shift, work group or region. Once created, teams help you display information that relate to specific user groups relevant to your organization.
This HOW-TO requires access to the Teams View, in the Organization Settings Page.
2. Step-by-Step Guidance
Teams can be created in Organization Settings - Teams View.
1. From the Corti Menu, select Organization Settings
2. In the left sidebar menu, select Teams
3. On the top right, click on + New Team
4. In the name field, enter your team name. In the description field, add your team's description (optional). Click on SAVE to validate.
5. Once the team has been created, click on its name in the Teams View.
6. On the top right corner, click on + ADD CALL-TAKER
7. Add your call-taker by user-name or email. Alternatively, click on the arrow on the side of the user name field to open a drop down list of different options. You may select as many users as you like.
8. Click on SAVE to save the changes
3. Further Reading
Organization Settings - User View
Organization Settings - User Role View
How to edit existing user details
How to visit a team's performance dashboard
revised: March 02, 2023