How to Create and Use Teams

Why does it matter?

Teams are an easy and effective way to help organize participants.

Navigation

To access Teams do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Directory
At the top of the page you will have options for User Directory, Staff Directory, Teams, and Groups.

Creating a New Team

Select Teams and then + New Team



Fill out the Create a New Team screen (Team Name and Team Description are mandatory fields. All others are optional). Click Submit



The new team will populate under the teams page.

Adding Participants to a Team

Access the User Directory and identify the participant you want to add to a team.



Click the ... on the right side of the screen an select Modify User Account
At the bottom of the screen update the Assign/Transfer to a Team section using the drop down menu. And choose Apply Actions



Once the team is created, you can filter by team to see specific teams of participants.

How to Use Teams

Use the Filter By Teams to create a tab and then export data
Send a Mass Message to a group of participants on a particular team

Updated on: 01/02/2023