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Creating, Editing, and Deleting Teams

Once you have users loaded into GoSpotCheck, you can begin to organize them into teams. To start, click on the Teams tab from the main People page and click on "+ New Team" in the top right corner. 

When creating a new team, you need to first give it a name and then add the people you want associated with it by clicking the check box next to their name. You can always edit the list of users in a team after the team has been created. There is no limit on the number of people that can be in a team, and people can be part of multiple teams as well.

 

After you have created a team, you can always edit or delete the team from the main Teams page by clicking on the relative icon on the righthand side of the teams row. Deleting a team will not delete the people associated with that team, but just the actual team itself.

Deleting a team can cause disruption to active missions, GoSpotCheck Insights, and filtering. Please review the following implications of deleting a team to ensure it is the best action for your use of GoSpotCheck. 

  • If the team is currently associated with any active missions, those missions will no longer be deployed to the users that are a part of that team.
  • If your company uses GoSpotCheck Insights, please consult with your customer success manager before deleting a team that contains missions linked to GoSpotCheck Insights.
  • When a team is deleted, a company Admin no longer has the ability to filter that team when reviewing the Reporting Overview for a specific mission.

To delete a team, follow these steps: 

  1. From the main navigation bar, select People.
  2. Select Teams.
  3. Locate the Team you want to delete, then select the Delete button that corresponds with that team.
  4. If you want to proceed to delete the team, click Yes, Delete

 

If you would like to view what Missions are assigned to which teams, you can use the "View Assigned Missions" button!

Viewing Missions assigned to Teams: 

To see a list of all Missions deployed to a Team, click on the Team name from the All Teams page, then click View Assigned Missions.

Teams_1.png

By default, you’ll see Started Missions displayed. You can also select different Mission statuses by clicking the navigation links at the top of the screen: Started, Scheduled, Draft, Stopped, Archived and All.

Teams_2.png

Each table can be sorted and searched by Mission Name.

 

The Mission Name appears as a link that will take you to the Mission Info page for Started and Stopped Missions, and the Mission Edit page for Scheduled and Draft Missions. You must unarchive an Archived Mission in order to view it.
Be sure to select the correct Mission status before you search for a Mission that includes a Catalog. If you’re not sure about the status of a Mission, try searching the All view.
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