Assigning Users to Teams

When teams and users are first added to the company structure, they are placed at the same level under the company administrator.

Company Structure with Users and Teams

To assign users to teams:

  1. From the storefront, sign in to your account as the company administrator.

  2. In the panel on the left, choose Company Structure.

  3. To assign a user to an existing team, simply drag () the user under the appropriate team.

    Team Assignments

Company Structure Icons

Icon Description
Represents the company administrator in the company structure.
Represents a team in the company structure.
Moves a team to another position in the company structure.
Expands a team in the company structure.
Collapses a team in the company structure.