Adding users into Teamspective is one of the first things to do to get you started. After that you can assign individuals into Groups or sub-Groups depending on your organization's structure and hierarchy.
Add users to Teamspective
Adding people to Teamspective is easy. Navigate to Workspace -> Members to find the different options:
If you integrated Teamspective to Slack or Teams, you can bulk add all your employees with just a couple of clicks.
You can add entire Channels as well and directly assign these people into Groups.
You can also invite people based on their email address.
✅ An HRIS integration is included with all products for paying customers. Please reach out to your Customer Success Manager to set up the integration. This will remove manual work and improve data quality as all member management will automatically be synced with your HRIS. Read more.
Both invite methods include a pre-selection for user language in the web app:
Organize people to Groups
Last step in setting up everything is to create Groups. This will help you get more detailed information from the pulse surveys and manage Evaluations requesting more effectively.
If you have an HRIS integration, Groups will be automatically created and managed. You can, however, manually manage a hierarchy within Teamspective. Read more in Creating sub-Groups.
Creating Groups
Navigate to Workspace -> Groups and start creating groups by clicking the Create Group button:
Creating sub-Groups
You can create sub-Groups by using the Reorganize feature. This will allow you to build your organization's hierarchy into Teamspective.
Things to note with sub-Groups:
Every Group Admin will automatically have visibility to their group's sub-group's pulse results.
Every member of a sub-Group will automatically belong to the higher level group and their pulse results will be calculated to that group as well.
Manual reorganizing with HRIS integration
You can reorganize your automatically synced Groups underneath manually created "departments" or "units" in Teamspective.
Click Create group in Teamspective to create the higher level group.
Reorganize automatically synced groups underneath the newly created higher level group.
Teamspective will save this hierarchy and all automatically synced groups from the HRIS will be placed as a sub-group underneath the manually created group in Teamspective.
Assigning Users to Groups
There are 2 ways to manually assign users into Groups:
Via Group management
Go to Workspace -> Groups
Click the 👥 icon to add users and manage their role in the group.
Via Member management
Go to Workspace -> Members
Add the relevant Groups into the group field.
⚠️ The automatic sync of the HRIS integration will override any manual changes made to users in Groups in Teamspective.
