Change Your Team's Settings in Develop
Updated
by
Amy Thomas
If you are a Team Leader of a team in Develop, you can change the settings for your team.
- Go to your team's profile page.
- Under the team banner and title, you will see 4 tabs: About, TEAMscan, Team Personality and Team Settings. Members of your team will have access to the first three options but only you will see Team Settings.
- Click Team Settings.
There are three sections in Team Settings: Members, Surveys and General.
Members
This tab lists all the employees who are members of your Develop team.
Add team members
To add a new team member click Invite.
Choose the invitation method you want to use:
- Via Email: Enter the team member's name or email again, then click Send Invite. Develop will send them an invitation email directly.
- Via Link: A unique link is generated. Click Copy Invite Link then paste into an email or send as a message to the new team member.
Change a team member's permission level
You can change a team member to be Team Leader. This may be because you are no longer the Team Leader and need to transfer the team over, or you are adding another Team Leader. (Develop Teams may have more than one Team Leader.)
Click Team Member in the Permissions column next to the person being updated.
Select Team Leader from the dropdown list, then click Confirm Changes in the popup message.
Next, if you need to change your own access to Team Member, click Team Leader next to your name. Select Team Member from the dropdown list, then click Confirm Changes in the popup message. It is important that you change your own access after selecting the new Team Leader, as you will lose access to the Team Settings area once you are a Team Member.
Removing a team member
When a team member leaves the team, or your organization, you can remove them from the team. Click on their role type in the Permissions column, then select Remove from team.
Click Remove. The person will no longer be able to access information viewable only to the team or take this team's assessments.
Surveys
In the Surveys tab, you can launch a TEAMscan survey and view the results for previous surveys.
Click Launch TEAMscan to start a new survey for your team to complete. To learn more about the TEAMscan, click See dimensions.
The table provides an overview of the TEAMscan surveys completed by your team. You can view the full results for a completed survey by clicking ... to the right of the survey and selecting View Results.
The survey results for that TEAMscan will appear in the TEAMscan tab of your team's profile.
General
Team Name and Department
In the General tab you can update your team's name and department.
- Click Edit Team Name to change your team's name. Click Save.
- Click Edit Department and select a different department from the dropdown list. Click Save.
Team Visibility
You can control who in your organization can view your team guide. The options are:
- Everyone in this organization
- Admins and team members on this team
To the right of Team visibility, click the field and select the required option from the dropdown menu. Your selection will be automatically saved.
Team Personality and TEAMscan Results
Your organization's admins and the team's leader will always have access to TEAMscan results regardless of which options are selected in the settings. If your admins have granted permission, you can specify who else has access to the Team Personality Report and TEAMscan survey results. The options are:
- Admin (always on)
- This team's leader (always on)
- Team members on this team (including department leaders and admins “above” your team in the organizational hierarchy)
- This team's department leader*
- Everyone in the organization (including the groups listed above)
To the right of Who can view Team Personality? click the field. In the dropdown list, tick all the groups you wish to allow. Your selection will be automatically saved.
To the right of Who can see TEAMscan results? click the field. In the dropdown list, tick all the groups you wish to allow. Your selection will be automatically saved.
*You can enable or disable your department leaders' access to these results if your admins have granted this permission.
Deactivate Team
If the team is no longer required, it can be deactivated here. (For example, the team was created for a project group, which has finished its assigned task.)
Click Deactivate Team.
This will permanently delete all information on this team guide and remove this team from the company directory. Your organization's admin users will still be able to access the team's TEAMscan data and scores in their admin console. This information will also be included in department-level and organization-level TEAMscan reports.
Click Deactivate Team in the popup message. Once a team has been deactivated, it cannot be retrieved.
Returning to your team's Profile page
To return to your team's profile page, click Go to team guide in the top banner. This will take you directly to the About tab for your team.
You can also click the <- Back button, however this takes you back to the previous tab you accessed. If you have been navigating around the Team Settings area, viewing several tabs, clicking Go to team guide will return you to the team profile area more quickly.
