Creating, Editing and Managing Teams in Jobpts

This article guides administrators through the process of creating, editing and archiving global teams in Jobpts. It also explains how these teams can be used across the platform, such as when sending recognitions.

Additionally, administrators can view a complete list of both individually created and global teams, filter them by active or archived status and manage team structures efficiently from a centralized page.

First, log in to the Admin Center of the JobPts application. On the left-side panel, click on Users and then on Manage Teams.

Image: Manage Teams Page

To create a new global team, click the Create Global Team button. A modal will appear where you can enter a specific name for the team. As an administrator, you can add participants by searching for them by name, country, or through the company structure.

*Note: Make sure to choose a unique team name that hasn’t been used before.

Image: Create Team Modal

Once you have selected the team participants, click Save to create the team.

 

From the Manage Teams page, you can:

1. Define the Visibility of Teams When Sending Recognition
2. Create a Global Team
3. Edit an Existing Team
4. Archive an Existing Team  
5. Activate an Archived Team

Define the visibility of teams when sending recognition  

Defining team visibility allows you to determine which teams will be visible to logged-in users when they are sending a recognition within the application.

*Note: To configure which teams are visible, simply check one or more of the available visibility options.

• Personal Teams - If checked, users can select and recognize their personal teams or create their own teams. If disabled, there is no option to create a team, nor select some colleague’s team.  

• Other Teams - To see other teams’ creations personal teams must be enabled. If checked, users can select and recognize teams that their colleagues created.
• Global Teams - If checked, users can select and recognize administrators teams.  

*Note: If all checkboxes are selected, all teams will be visible for the logged-in user when selecting a team to send a recognition.   

Important: By selecting Personal Teams in the Manage Teams Page, only the Personal Teams will be displayed when selecting a team to send a recognition.   

Image: Visibility of Teams

Edit an Existing Team  

You can edit any of the existing teams by finding the team, click on the Actions button and select Edit from the drop-down menu.

This action will open the Edit Team modal.

Image: Edit Team Modal

Here, you can update the team name and add or remove users as needed. Once you've made the necessary edits, click Save to apply the changes.

Archive an Existing Team 

To archive a team, click the Actions button next to the team you would like to archive and select Archive from the drop-down menu.

Image: Move Team to Archive

If you want to use an archived team to receive recognitions, you have to activate it by filtering the Archived Teams and then click on the Active button next to the team that you want to activate. Once a team has been activated it will be eligible for receiving recognitions.

Image: Activate a Team

Filter Teams  

From the Manage Teams page, you can find the following team filters:

• Team Selection – Select if the Active or Archived Teams should be displayed.  
• Search Team – Select the name of the team that should be displayed.  
• Individual Teams – If you select this checkbox, only the teams created by individuals will be displayed. 
• Global Teams - If you select this checkbox, only the global teams will be displayed. 

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.