How to manage Teams
When working with teams in TalentCards you may need to adjust the learners that belong to a team, adjust the team’s name and description, or adjust the card sets that are assigned to this team:
How to add or remove learners from a team
Sign in to your TalentCards account as an Administrator.
Expand the left side-menu (1) and click on Manage teams (2).
Click on Edit team (3) and depending on the type of the team you will be able to add more users by selecting them (4) (static team) or edit the team’s criteria (dynamic team). You can add new criteria (5), remove one of the current criteria (6), or change the rules (7) to match new users.
How to adjust team settings
Sign in to your TalentCards account as an Administrator.
Expand the left side-menu (1) and click on Manage teams (2).
Click on Edit team (3), select Settings (4), and then click on Edit (5).
Edit the title (6) or description (7) of the team and click Save (8) when ready.
How to assign card sets to a team
Sign in to your TalentCards account as an Administrator.
Go to Card sets (1) and select the set that you want to change the assignment for (2).
Select Set details (3) and then Assign (4).
Disable the default, automatic set assignment (5), in the Teams (6) drop-down select the team that you want to assign this card to and click on Save changes (7).