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Create a Team

There are two different kinds of Teams in GoSpotCheck: Standard Teams and Smart Teams.

  • Standard teams are groups of users within GoSpotCheck, and can include any user in the system, regardless of their properties.
  • Smart Teams are dynamic groups of users that update automatically based on any combination of user properties you define. Users are included in a Smart Team whenever their user properties match the ones you’ve defined; they are removed from the Smart Team if those properties change.

Create a New Team

Once you have users loaded into GoSpotCheck, you can begin to organize them into Teams.

This functionality is available to Company Admins and anyone with “User Admin” Permissions.
  1. In the web dashboard, navigate to People > Teams
  2. In the upper right, click + Add New.
  3. In the Create Team slide out, enter a name for the Team and select whether it should be a Smart Team or Standard Team and click Next

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Creating a Smart Team

Smart Teams help you organize your users by properties that they have in common. With the Team’s purpose in mind, determine the criteria to use when creating your Smart Team.

 

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Configure Smart Team Criteria

  • On the left, select an available property from the dropdown menu then you can search for a specific value.
  • Once you’ve set you criteria, click Preview Team. You’ll see a list of users on the right who meet the selected criteria. This a preview of the users that will be added to the Team.
  • Once you have defined all the filter criteria for the Smart Team click Save in the upper right hand corner of the screen.

 

Combining Smart Team Criteria

Smart Team criteria can be combined to filter users on more granular levels. For example, you could create an East Market Activation Team,  by configuring the Smart Team to include all users who:

  1. Have a Market property of east
  2. Have a Division property of activation

To apply additional criteria, click +Add Filter.

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Additional property-based criteria are always evaluated using AND logic. If you select more than one value for a given property the relationship between each value evaluated using OR logic.

Creating a Standard Team

When creating a Standard Team, you have the freedom to add any user that has not been disabled. In order to assign People to a Standard Team:

  • Select the users you want to assign to the Team
  • In the upper right corner, click Save.

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