Teams make it easier to organise your TalentLynk users and define who belongs to, or manages, each group.
Before you begin
You must be an admin to create or edit teams. If you’re a team manager, you can only see the teams you manage, but you can’t edit them. If you need to change a team’s name, managers or members, ask an admin from your company to make the changes.
The people you want to add should already exist in Settings → Users. If someone isn’t available when assigning team members or managers, add them as a user first.
What being a manager means
A team manager can access the reports, call logs and messages of everyone in their team.
View your teams
Open Settings.
Select Teams.
Review the list of existing teams.
For each team, TalentLynk displays:
Name — the team’s name.
Managers — the users assigned to manage the team.
Members — the users who belong to the team.
Create a team
Go to Settings → Teams.
Select Create Team.
Enter a clear name for the team.
Select one or more Managers.
Select the users you want to add as Members.
Save the team.
The new team will appear in the Teams list with its assigned managers and members.
Choose team managers
Managers are the people responsible for overseeing the team.
You can assign more than one manager when responsibility is shared—for example, between a team leader and a department head.
A manager may also be included as a team member if they need to belong to the team as well as manage it.
Add team members
Team members are the users who belong to the team.
When adding members:
Open the relevant team.
Find the Members field.
Select the users you want to add.
Save your changes.
If a user doesn’t appear in the list, confirm that they have been added under Settings → Users.
Edit an existing team
To rename a team or update its assignments:
Go to Settings → Teams.
Open the team you want to change.
Update its name, managers or members.
Save your changes.
The Teams list will update to show the new assignments.
Remove a manager or member
Removing someone from a team does not remove their TalentLynk user account.
Open the team.
Remove the person from the Managers or Members field.
Save your changes.
To deactivate or manage the person’s account separately, go to Settings → Users.
Frequently asked questions
Can a team have more than one manager?
Yes. You can assign multiple managers when more than one person is responsible for the team.
Can someone be both a manager and a member?
Yes. Assign the user in both fields if they manage the team and also need to belong to it.
Why can’t I find a user when adding team members?
Check that the person already has a TalentLynk account under Settings → Users. Make sure that they are an active user.
Does removing someone from a team delete their account?
No. It only removes their assignment to that team. Their TalentLynk account is managed separately under Settings → Users.