How to create a team

Organize your users into Teams that reflect your organization’s structure. Teams is a Premium feature that allows you to categorize users based on common characteristics, assign team card sets, and view team reports.

You should think of teams as an additional level of segmentation under the Group level in TalentCards.

There are two types of teams you can create: Static and Dynamic.

When creating a static team you will select the learners you would like to add, and maintain this list manually.

When creating a dynamic team you will specify the criteria that a learner must match in order to be added to this team. For example, you can add learners to a team based on their email address, the day they joined your TalentCards portal, tags that have been assigned to them, their custom attributes, and more. Review this video for more information.

To create a static team follow these steps:

1. Sign in to your TalentCards account as an Administrator.

2. Expand the left side-menu (1) and click on Manage teams (2).

3. Click on Create team (3) and then on Create team (4).
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4. Select Static (5). Then select the learners from the table that you want to be part of this team (6). Click on Save (7).
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5. Give your new team a name (8) and a description (9), and click Save (10).
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To create a dynamic team follow these steps:

1. Sign in to your TalentCards account as an Administrator.

2. Expand the left side-menu (1) and click on Manage teams (2).
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3. Click on Create team (3) and then on Create team (4).
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4. Select Dynamic (5) and start adding the criteria that a learner must match in order for them to be added to this team (6).
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   You can add multiple criteria (7) and specify if you want the learners to match any of these rules, or all of them, to be added to this team (8).

5. Check that you have set all the correct rules for this team by viewing which learners currently match them and will be added (9). Note that these rules will also apply to learners you add to your TalentCards portal in the future.
   When you’re finished setting up your rules click Save (10).

6. Give your new team a name (11) and a description (12), and click Save (13).
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Once you have created at least one team in your portal, you will be able to view the learners in this team from your main Users table (14).
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FAQs about teams:

1. Can I add learners to more than one team?

   Yes, you can add learners to as many static or dynamic teams as you’d like.

2. Will my learners be notified in the TalentCards app that they’ve been added or removed from a team?

   No, your learners will not know that you have added or removed them from a team. They will not see any changes in the TalentCards app. Teams are designed to help you and your admins better organize your learners and the card sets that are assigned to them.

3. Which card sets will be assigned to a team?

   By default, any card sets that are assigned to the group that your team belongs to, will also be assigned to your team. Learn more about assigning card sets and managing your team here.

4. Can I restrict admins to have access only to specific teams?
   Yes, just as you can specify which groups and permissions an admin in your portal has access to, you can also specify which teams they can manage. Learn more about customizing admin permissions here.