Teams

Create different teams under the same organization

Overview

Teams allow you to isolate funding sources, team members, order/reward histories, etc. You may find them useful if:

  • You have multiple use cases for Tremendous across different departments

  • You wish to manage separate accounts for different clients


Instructions

The first team that was created can be considered the "parent" or "umbrella" team. Therefore, you must be an Admin of the parent team to create a new team.

  1. If you are a user on multiple teams, switch to the parent team.

  2. Click Team Settings in the left-hand menu. You will brought to the Users page.

  3. In the upper right-hand corner, click Add New Team.

  4. Enter the new team's name; you will not be able to change this later.

  5. Select whether you would like to copy settings from the parent team to the new team (i.e. payment methods, campaigns, and/or custom fields).

  6. Optional: Click Add New User to invite a colleague.

  7. Click Send Invites to create the new team.