Managing Teams

It’s helpful to note that teams are an excellent feature for grouping users in similar roles, such as those across Sales, Operations, or Marketing organizations. Admins and Team managers can create and edit teams within Concord.

Creating a Team

• From the Home page, click the gear ⚙ icon in the lower-left corner.
• Click on Teams under Company Settings in the left-hand panel.
• Click on the Add new team button from the Teams page.
• Enter team name and optional description before navigating to and clicking the Create button.

Assigning and Removing Users from Teams

• Click on the gear ⚙ icon in the bottom left of your screen.
• Click on Users under Company Settings in the left-hand panel.
• Click on the checkbox feature next to each user you wish to assign to a team from the User Management page.
• Once selected, click on the Assign Team button in the upper toolbar.
• A drop-down menu will appear, allowing you to select and/or remove the appropriate team.
• Following the team selection, navigate to and click on the APPLY button.

Note: Only account Administrators and Team Managers can assign users to teams.
Note: There is no limit on the number of teams a single user can be assigned to.

Deleting a Team

• Click on the gear ⚙ icon in the bottom left of your screen.
• Click on Teams under Company Settings in the left-hand panel.
• From the Teams page, click on the checkbox feature next to each team you wish to delete.
• Once selected, click on the Actions button in the upper toolbar.
• A drop-down menu will appear, allowing you to select Delete team.

Note: When deleting a team, please know that any assigned users will not be deleted.
Note: Only account Administrators and Team Managers can delete teams.