Category Archives: Team

Transfer Team Ownership

A “Team Leader” is called a “Team Owner” on YoCoBoard. YoCoBoard brings the convenience of letting multiple Team Owners manage their respective teams thereby sharing responsibility and boosting productivity. With team owners managing teams, the workload is evenly distributed. Now, the Super Admin can focus on company (account) management.

A Team Owner can manage (add/remove) staff members within the team and access their reports. When you create a new team, YoCoBoard assigns you the Team Owner role by default. You can always transfer the Team Owner role to another member of the team. To know how to manage staff roles, click here.

Note: After you transfer ownership, the new Team Owner can remove you or anyone from the team.

1.1 How to assign this role to team member

• On the YoCoBoard sidebar, click Administrator and select Team tab.
  
• Create a new team or choose an existing team from the list.
  
• Click the Team Owner (crown) icon to assign the Team Owner role to any member on the list.
  
  Note:
  • If the Team Owner is removed from a team, you will need to assign this role to another staff member manually. There can be only one Team Owner at a time.
  • When a staff member is made the Team Owner, the crown icon next to the name in the Team tab will be highlighted. Apart from this, there will be no other notification.

Assign & Manage from Team Tab

Your company structure and hierarchy could be replicated on YoCoBoard. Staff members can be assigned to Teams based on their location (in case of Distributed Teams) or projects. Further, a team leader can be assigned to manage a team relieving the Super Admin of some workload.

A YoCoBoard account (company) can have unlimited teams and a team can have unlimited staff members. Every team will be managed by its Team Owner (Team Leader). To know how to create a Team Owner, click here.

You can also assign a staff member to a team under the Staff tab. To know more, click here.

1.1 Creating a new team & add staff

• On the YoCoBoard sidebar, click Administrator and select Team tab.
  
• Click Add Team to create a new team.
  
• On the pop-up, enter a new team name, check the box next to a staff member’s name to include them in the team. Click the  Save button to confirm changes.
  
  Note: You can add up to 20 staff to a team per instance. To add more, just repeat the procedure.

1.2 Adding staff to an existing team

• On the YoCoBoard sidebar, click Administrator, click the Team tab and choose a team from the list.
  
• The existing team members are displayed on the right. Click the + icon to add new staff.
  
• On the pop-up, add new staff and click Save.
  
  Note: You can add up to 20 staff to a team per instance. To add more, just repeat the procedure.

1.3 How to delete staff from a team

• On the YoCoBoard sidebar, click Administrator, click the Team tab and choose a team from the list.
  
• Click the Remove (minus) icon to remove any staff member from the team.
  

You can create teams in YoCoBoard to group members who work in the same departments. Creating teams helps you to organize people making it easy for new-joinees to learn who-is-who.

From inside your account, navigate to the sidebar on the left and click Administrator.

Click the Team tab and select +Add Team to proceed.

Enter the team name and start adding members to the team by choosing them from the provided list.

Note: Only members who are part of your organization in YoCoBoard will be listed. If you cannot find a staff member, you can invite them to join your organization on YoCoBoard.

Once you finalize all the members, click the Save button.

Once a team is created, you can update the name by clicking the edit icon next to the team’s name.

You can delete members by clicking the encircled  – ( minus) symbol that appears next to the team member.

You can appoint one of the members of the team as a Team Owner. First, click the team name to view members in the team.

Next, click the crown icon next to the name of a member to mark them as an admin. Choose confirm in the pop-up that opens.

Note: Each team can have only one Team Owner. You can swap ownership from one member to another by clicking the crown icon.