Managing Teams

CINNOX lets you group your staff members into Teams and Sub-Teams. These teams may represent your company's organisational structure or workgroups within a division, making it easier for staff members to look up to and get to know their colleagues better and improve collaboration.

 

Setting up Team Structures Video Tutorial

In this step-by-step guide, we will cover everything you need to know to ensure your Team is set up for success. From understanding the different team structures and their benefits to setting up roles and responsibilities, we've got you covered. So, get ready to streamline your processes, data access and permissions.

 

By default, there is one main or top-level Team in your CINNOX Account, which all staff members are initially under. This Team represents your company or organisation. You can add sub-teams under this, where you can subsequently move your Staff members.

 

Viewing Teams

To view your teams:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, you will be able to view the following details:
  • Your main Team - Company
  • Sub-team under the main Team
  • Staff members in the main Team
  • Staff members in the sub-teams of the main Team
  • Team structure

When you click on a team listed under the main Team or in the Structure pane, the page will display similar details, such as the Team's next-level sub-teams and the Staff members listed under them.

 

Team Structure

The Structure pane serves as a visual outline or organisational tree of all the teams and sub-teams in your CINNOX service. It also serves as a quick navigation tool for Staff members and administrators to view and manage a team's details and settings.

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The team structure of your CINNOX service plays a vital role in the Data Access Level and Roles and Permissions of your CINNOX data.

Staff with FULL or DEPARTMENT data access can see activity, e.g., reports data of other staff under the same team structure.

To view the details of a specific team, click on its name.

If sub-teams are inside a team, click the arrow icon to expand or collapse the structure pane's view.

 

Adding Teams

To add a team within the main Team or to add a sub-team within a team:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, click on Add Sub-Team. You may also go to the Structure pane and click on the (+) button next to the name of the Team where you wish to add a sub-team into.

• On the pop-up window that will appear, type in the name of the sub-team you wish to add. A team name should be no longer than 50 characters.

On the Team field, make sure the correct Team is selected.

• You may click the > arrow next to a team's name to bring up the list of teams where you can add the sub-team you are creating. You may also use the search bar to type in the correct Team.
• Click on Select.
• Click on Create.

 

Renaming Teams

To change the display name of a team or sub-team:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, on the Structure pane, scroll down through and search for the Team you wish to rename, then click on its name.

• On the Team's details page that will appear, click on the vertical ellipsis icon ( ) next to its name, then click on Rename.

• On the pop-up window that will appear, type in the new name for your Team. A team name should be no longer than 50 characters.

• Click on Save.

 

Deleting Teams

To delete a team or sub-team:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, on the Structure pane, scroll down through and search for the Team you wish to remove, then click on its name.

• On the Team's details page that will appear, click on the vertical ellipsis icon ( ) next to its name, then click on Delete. A pop-up message will appear, asking you to confirm the action.

• Click on Delete.

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• You cannot delete the main or top-level Team that serves as your company or organisation name.
• You cannot delete a team if there are Staff members still listed inside it. You need to move these Staff members first to another team before you can delete the current one.

 

Managing Staff Members in a Team

To add a staff member to a team:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, on the Structure pane, scroll down through and search for the Team you wish to add a Staff member to, then click on its name.

• On the Team's details page that will appear, click on Add Staff Member(s).

• On the pop-up window that will appear, scroll down through or search for the Staff member you wish to add, then tick the checkbox next to their name.

• Click on Add.

To transfer a staff member to another team:

• From the navigation menu, go to Administration > Organisation > Team.
• On the Team page, type in the name of the Staff member you wish to transfer to another team.

• From the Staff search results, look for the name of the Staff member you wish to transfer, then click on Move on the right side of their details.

• On the pop-up window that will appear, click on the < or > arrows next to a team's name to find the correct Team to which you wish to transfer the Staff member. You may also use the search bar to type in the correct Team.

• Click on Move.