Setting up your Team Hierarchy through Wiser can help pull additional insights from your data by allowing you to easily filter our custom Reports and Dashboards.
Creating Teams
Start in the "Settings" Tab.
Select "Teams"
Select "New Team"
Then from the New Team menu:
Enter a Name for the team
Select the Type of Team
Select who the Team Reports To
Select the Owner of the team
Select any Team Members
Select "Save"
Note: Once Teams are set up you can view your Team Hierarchy to see the Team structure graphically.
Editing Teams
Start in the "Settings" Tab.
Select "Teams"
For the Team you'd like to edit - select "Edit"
Make changes as needed then select "Save"
Note: If you are unable to add a user to a team then they are associated with another team and will need to be removed. You can use the Team Hierarchy to view all users and teams.
Deleting Teams
Start in the "Settings" Tab.
Select "Teams"
For the Team you'd like to delete- use the dropdown menu next to "Edit"
Select "Delete Team"
