How To: Assign Users to Teams

Last updated: September 19, 2024

Organizing your reps into teams in Hyperbound makes it easier to track performance, manage scorecards, and coordinate training. Whether you're segmenting by region, function, or experience level, assigning users to teams allows for more efficient management and reporting.

Step 1: Navigate to Manage + Invite Members

  • From your Hyperbound dashboard, navigate to the upper left-hand corner of the screen.

  • Click on your company name (ex: Hyperbound), and select "Manage & Invite Members."

This is where you can manage your entire team, add new members, and set up team structures.

Step 2: Access Team Assignments

  • After selecting "Manage & Invite Members," you'll see a list of your team members.

This screen will show all current users at your organization. Next, you'll assign them to teams.

Step 3: Assign Members to a Team

  • In the right-hand column under the "Team(s)" heading, click the pencil icon next to the member you want to assign.

Step 4: Create or Assign a Team

  • If you don't have teams setup yet, select "+ New Team" to create one.

If you already have teams setup, simply select the team(s) you'd like to add the member to from the dropdown list.

💥 PRO TIP💥: You can assign a member to multiple teams if needed! For example, a rep might belong to both a LATAM SDRs and Global Account Executives team depending on their role.

Step 5: Name Your Team + Finalize

  • If you're creating a new team, give it a relevant name.

    For example:

    • LATAM SDRs

    • EMEA Sales

    • Inbound Reps

  • After naming the team, either press Enter or click the arrow to save the name.

Repeat this process to create as many teams as you need!

Why Organize Users Into Teams? ...

Assigning users to teams helps you:

  • Track performance more effectively: View team-wide results and metrics for a clear picture of how different segments are performing.

  • Streamline training: Tailor training sessions and scorecards based on team needs, ensuring more relevant feedback.

  • Enable regional or role-based segmentation: Manage teams by region, function, or department to better align with your business structure.

Using teams helps you keep things organized and efficient, whether you're managing a small group or a large global salesforce.

Have additional questions about setting up teams? Feel free to reach out to us at help@hyperbound.ai!