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Manage Teams

Learn how to manage custom teams to measure success at any level in your business.

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Written by Support
Updated over 6 months ago

Managing your custom teams allows you to measure success at any level in your business.


STEP 1:

Log into your account (app.myumap.com) and click on the Admin tab – and then the Teams tab on the gray bar below. You will land on a page titled: Manage Teams.

CREATE A TEAM:

To create a team, click on the Create a team button and follow the prompts.

ADD USERS:

To add users to a particular team, click on the Team name listed on the Manage Teams page. You can add users by selecting the dropdown and clicking on the user’s name. Then click the Add user to team button.

REMOVE USERS:

To remove users from a particular team, click on the Team name listed on the Manage Teams page. Click on the Remove User icon next to the name you wish to remove from the team.

EDIT A TEAM:

To edit a particular team, locate the Team name listed on the Manage Teams page. Click on the Edit User icon at the end of the row to make edits. Click on the Delete Team icon at the end of the row to delete the team.


STEP 2:

To view the analytics for the Team’s you’ve created, click on the Analytics tab – and then the Dashboard tab. Click on the dropdown menu at the top of the page and make your selection. The analytics will adjust based on your selection.


Helpful Tip:

To view the analytics on the Dashboard, view the resource titled: View Dashboard Analytics.

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