Create a Team

What is a team?


A team is a department. You can create different teams in your account to reflect the different departments in your business. You can create as many teams as you need in your account. For example, in our own CHS account, we have a Sales team, a Support team and an HR team.


Teams can not only help you organise your account, but also assure you that your data is secure. Surveys, contacts, feedback and conversations all sit within their own teams. Only those who are part of the team will be able to see or use the data. Therefore, a user in Team A cannot see feedback gathered by Team B.



Create a team


To create a team, click on your name in the top right corner of the screen and select ‘Settings’ from the dropdown.



On the left hand side, click ‘Teams’.



Here, you’ll see all of your existing teams.


If you haven’t created any teams yet, you’ll see that you have a default team already sitting in your account. This team is empty.



To rename the default team, hover over the name and you’ll see an ‘Edit’ button appear:



Enter a new name and click ‘Save new name’.



Back on the Teams page, if you want to create a brand new team, click ‘Create team’:



Type in the name of your team and click ‘Create team’.



Awesome! Your team is now ready to invite users to it!

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