Managing Teams

Teams help you organize members by department, office, or project, making it easier to manage ownership, visibility, and collaboration.

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Go to Teams settings

1. In Spott, go to Settings.
2. Scroll to the Admin section and click Teams.

If no teams exist yet, you’ll see an empty state inviting you to create your first one.

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Create a new team

1. Click Create Team in the top-right corner.
2. Enter a Team Name (for example: Accountancy & Finance, Brussels Office).
3. Optionally, add a Description to clarify the team’s purpose.
4. Click Create Team.
   

Each team can have its own set of members and permissions, ideal for larger organizations or multi-office setups.

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View and manage existing teams

After creation, your new team appears on the Teams and Offices page, grouped under its office (or under No office), with its number of members. Click on a team name to view and manage its members.

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Add members to a team

Inside the team view, click Add user to team to assign existing users to this group. Use the search box to find and add users from your workspace. A user can belong to multiple teams. Their role and access level remain consistent across all teams they’re part of.

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Remove a team or edit details

From the main Teams list:

• Open the three-dot menu on the team’s row to delete it.
• Or click the arrow icon to open and edit it.

Deleting a team does not delete its members, only the team grouping.

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Offices and teams

Both live under Settings → Teams, on a page titled Teams and Offices. The two buttons in the top right, Create office and Create Team, are the only way to add either. They sit at different levels. A team is a group of people. An office is a location that holds teams, and carries its own details: On the Teams and Offices page, teams are listed beneath the office they belong to. Teams that have not been assigned to one are grouped under a No office heading, so nothing is hidden by leaving offices unused. To move a team, open the office and use Add team, or remove it from the list there.

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Assign a team to a brand

A team can be assigned to a brand from the Teams page itself, rather than from wherever the brand is configured, so setting up a new team is one pass down one page.

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Filtering by team

Teams are not just an org chart. Once users are grouped, you can filter by team in the places where you read performance and workload:

• The dashboard, to see a team’s numbers rather than the whole workspace
• Record lists, through owner filters such as candidate owner
• Reports, to break results down per team