{"id":698,"date":"2020-04-01T01:51:18","date_gmt":"2020-04-01T08:51:18","guid":{"rendered":"https:\/\/www.yocoboard.com\/support\/?p=698"},"modified":"2020-04-01T01:51:18","modified_gmt":"2020-04-01T08:51:18","slug":"assign-manage-staff-on-a-team","status":"publish","type":"post","link":"https:\/\/www.yocoboard.com\/support\/assign-manage-staff-on-a-team\/","title":{"rendered":"Assign &#038; Manage Staff on a Team"},"content":{"rendered":"<h3><strong>Assign &amp; Manage from Team Tab<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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, <\/span><span style=\"font-weight: 400;\">click here<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also assign a staff member to a team under the <\/span><i><span style=\"font-weight: 400;\">Staff<\/span><\/i><span style=\"font-weight: 400;\"> tab. To know more, <\/span><a href=\"https:\/\/www.yocoboard.com\/support\/assign-staff-to-an-existing-team\/\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h4><strong>1.1 Creating a new team &amp; add staff<\/strong><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator <\/span><\/i><span style=\"font-weight: 400;\">and select <\/span><i><span style=\"font-weight: 400;\">Team<\/span><\/i><span style=\"font-weight: 400;\"> tab.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-700\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click <\/span><i><span style=\"font-weight: 400;\">Add Team<\/span><\/i><span style=\"font-weight: 400;\"> to create a new team.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-701\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">On the pop-up, enter a new team name, check the box next to a staff member\u2019s name to include them in the team. Click the\u00a0 <\/span><i><span style=\"font-weight: 400;\">Save <\/span><\/i><span style=\"font-weight: 400;\">button to confirm changes<\/span><i><span style=\"font-weight: 400;\">.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-702\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.1_SS3.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><br \/>\n<strong>Note<\/strong>: You can add up to 20 staff to a team per instance. To add more, just repeat the procedure.<\/span><\/i><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><strong>1.2 Adding staff to an existing team<\/strong><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">click the <\/span><i><span style=\"font-weight: 400;\">Team<\/span><\/i><span style=\"font-weight: 400;\"> tab and choose a team from the list.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-703\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">The existing team members are displayed on the right. Click the + icon to add new staff.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-704\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">On the pop-up, add new staff and click <\/span><i><span style=\"font-weight: 400;\">Save.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-705\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.2_SS3.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><br \/>\n<strong>Note<\/strong>: You can add up to 20 staff to a team per instance. To add more, just repeat the procedure.<\/span><\/i><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><strong>1.3 How to delete staff from a team<\/strong><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">click the <\/span><i><span style=\"font-weight: 400;\">Team<\/span><\/i><span style=\"font-weight: 400;\"> tab and choose a team from the list.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-706\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click the <\/span><i><span style=\"font-weight: 400;\">Remove<\/span><\/i><span style=\"font-weight: 400;\"> (minus) icon to remove any staff member from the team.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-707\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC15_1.3_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Assign &amp; 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 <span class=\"ellipsis\">&hellip;<\/span> <span class=\"more-link-wrap\"><a href=\"https:\/\/www.yocoboard.com\/support\/assign-manage-staff-on-a-team\/\" class=\"more-link\"><span>Read More &rarr;<\/span><\/a><\/span><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[],"class_list":["post-698","post","type-post","status-publish","format-standard","hentry","category-team"],"_links":{"self":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/698"}],"collection":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/comments?post=698"}],"version-history":[{"count":6,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/698\/revisions"}],"predecessor-version":[{"id":712,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/698\/revisions\/712"}],"wp:attachment":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/media?parent=698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/categories?post=698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/tags?post=698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}