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How Do I Create & Manage Teams ?

Learn how to create Teams to better understand your recruiters' performance.

Vanessa Kwok avatar
Written by Vanessa Kwok
Updated this week

Creating multiple teams to understand how your recruiters are performing is very easy, just follow the steps below!

Step 1: From your home dashboard, select 'Setting' from the left-hand menu and then navigate to the ‘My Team’ tab -> ' Teams' as shown below –

Step 2: Select ‘Create Team’­­­, a pop-up window will display per below. You can add & remove members from your team on this window as well –

Step 3: Select ‘Save’.

You have now successfully created a team and added members to it.

To delete a team from your agency, simply hit the bin icon next to the ‘Edit’ option.

You can create teams either for different job functions or for different locations, it's completely up to you!

Please note one consultant can only be a part of one team at any time.

Note: If a new recruiter is joining the agency, as an agency admin you will need to approve the new team member under " Account Requested" on the "My Team" tab.

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