How to add, remove and manage teams
Hively accounts can be split up into multiple teams. This can be useful:
- Where you have a larger account and would like to track metrics are tracked by team.
- Where you want Team Leaders to have visibility of their Team Member’s ratings, but not of Team Members of other teams.
- Where you have multiple brands within your account that require their own branding.
- Where you provide support in more than one language and you want to the messaging on your rating page to be in a customer’s language.
If that’s you, teams can be set up as follows. When logged in as the Account Administrator of a premium account, select Manage Teams from the main menu. From there you can fill in the team’s details and assign your Team Leaders and Team Members. Click Create Team to save your changes.
The Team Leader can also be a member of the same team. If that’s what you would like, be sure to add them to both the Team Leader and Team Member lists.
Customizing a team
Customize the look, feel and messaging of the rating and Thanks pages as follows. From the Manage Teams page, click the Edit link next to the team you would like to customize. From there, click the Customize button at the bottom of the left-hand pane.
Adding additional teams
To add more teams, click the Add Team button in the right-hand pane (or lower pane if you’re working on a narrow screen) of the Manage Teams page.
Editing a team
From the Manage Teams page, click the Edit link next to the name of the team you’d like to edit. Make the necessary changes to the team’s details and click the Update Team button to save your changes.
Removing a team
From the Manage Teams page, click the Remove link next to the name of the team you’d like to edit and confirm when prompted.
Viewing a team’s Leaderboard
By default, the leaderboard will show summary metrics for all users on an account. If you have teams set up on your account, you will see a Team menu to the right of the account name on the Leaderboard. From here, you can select the name of a team and metrics for only that team will be displayed.
Viewing a Team Member’s ratings
Team Leaders can view their Team Member’s ratings on the All Ratings page but can’t reassign or delete ratings. Account Administrators can view ratings for all team members on the account and can reassign or delete ratings.