How to: Set Up a Team Hierarchy

Summary

This article covers how to create and manage a team hierarchy in Hyperbound.

A hierarchy lets you nest sub-teams under parent teams to match your org structure; for example, AE and BD teams sitting under a Sales parent team.

If you haven't set up any teams yet, start here first: How to: Set Up Teams in Hyperbound

Prerequisites

• Admin access required.

• Manager hierarchy needs to be enabled for your workspace

Understanding the hierarchy

Teams in Hyperbound can be nested to any depth. Here's an example:

• Your Organization

  • Sales

    • AE

    • BDR

  • CS

Key rules:

• A team can have one parent and multiple sub-teams

• Each user can belong to multiple teams, but for simplicity, it's recommended to have 1 team per user.

Step 1: Navigate to Teams

1. Log into Hyperbound as an admin

2. Click your company name in the bottom left

3. Select Manage and Invite Members

4. Go to the Teams tab

Step 2: Create a team

You can create teams two ways:

Option 1: From the Create Team button

1. Click Create Team

2. Enter a team name (e.g. "Sales" or "AE")

3. In the Parent Team picker, select a parent team if this is a sub-team (e.g. select "Sales" for the AE team). Leave it set to No parent if this is a root-level team.

4. Click Save

Note: Always create your top-level teams first, then add sub-teams underneath them.

Option 2: Inline from the hierarchy tree

1. Hover over any existing team row in the tree

2. Click Add sub-team (appears on hover, on the right side of the row)

3. The Create Team modal opens with the parent pre-filled

4. Enter the sub-team name and click Save

Step 3: Reorder the hierarchy

You can drag teams to reorder them or move them under a different parent.

1. Hover over any team row

2. Grab the six-dot drag handle on the right side of the row

3. Drag the team to its new position

Step 4: Assign users to teams

Once your hierarchy is set up, assign users to their teams.

For full instructions: How To: Assign Users to Teams

Important: Each user belongs to one team. The team they're on determines what data they can access based on your org's visibility settings.

Maintaining your hierarchy

To rename a team:

1. Go to the Teams tab

2. Hover over the team row

3. Click the pencil icon

To delete a team:

1. Go to the Teams tab

2. Hover over the team row

3. Click Delete

What's next

Once your hierarchy is set up, configure what each role can see: 📄 How to: Configure Visibility Settings

Need help?

Reach out via the chat button or email support@hyperbound.ai.