Manage Organizations and Teams
Learn how to manage organizations and teams in GrowthLoop
In this article, you'll learn how to manage Teams in GrowthLoop. There are a few key concepts to understand in the GrowthLoop before we get started.
- Organizations: Organizations are the top level entity in GrowthLoop. Usually companies have one organization.
- Organizations can have multiple
Source Connections
to different data clouds. - Organizations can have multiple teams.
- Organizations can have multiple
- Teams: Teams are the defining unit for divisions and groups of people that collaborate often together.
- Teams can have
dataset groups
anddatasets
- Teams can have their own
destinations
- Teams can have
Managing Organizations
- Navigate to
Organizations
in the left menu rail - Click
Invitations
- Admins can invite users by inserting email addresses.
- Select
Team
you are inviting teammate to. - Select
Role
you want your teammate to have. - Insert a Message they will receive in their email invite.
- Select
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- Your teammates will receive an email asking them to join your GrowthLoop organization.
- To resend invites simply click
Resend
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Creating & Organizing Teams
- Navigate to
Organizations
in the left menu rail - Click
Teams
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-
To Create a new team, click
Create Team
and insert team name. You can then add users to team. -
To
Add Users
to aTeam
simply clickAdd User to [Team Name
in upper right.
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- To remove users from a
Team
clickRemove
next to their email address.
Navigating Orgs and Teams
- To switch between Organizations and Teams, you can use your
Team Toggle
in the left menu rail. - You can only view the organizations and teams you belong to.
- By clicking on an Organization/Team in the
Team Toggle
you will be taken to that Team space.
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Updated about 1 year ago