Articles on: Units & teams

How to create a unit?

Roles, that can do this: Management and Admin -users

How to create a unit?



You can create a new unit from the sidebar on the left by clicking Manage teams and agents and New business unit.

Enter the name of the unit and select the unit supervisor from the list for the unit. If the unit has multiple unit supervisors, click Add unit supervisor. If you haven't created unit supervisors yet, you can do so by clicking Create new unit supervisors.
You can also select coaches for the unit. Coaches can do evaluations and coachings for all the teams in the unit. If you have not created a coach, you can do so by clicking Create a new coach.
Finally, Save, and the unit is ready.





Updated on: 15/07/2022

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