Creating and Managing Teams (Admin)

What are ContactMonkey Teams?

Teams help organize users and content into manageable groups. Teams enable cross-functional collaboration, shared template access, and organized communication workflows.

Creating New Teams

Step-by-step team creation

1. Click your name in the upper-right corner of the dashboard
2. Click Settings → Teams
3. Click the Create Team button
4. Enter the team name
5. Click Create

Your new team is now available for user assignment.

Managing Existing Teams

Viewing team information

The Teams tab shows:

• Team names
• Number of users assigned to each team
• Management options for each team

Renaming teams

1. Click the ellipses (...) next to the team name
2. Select Rename
3. Enter the new team name
4. Save changes

Deleting teams

1. Click the ellipses (...) next to the team name
2. Select Remove

Important: You cannot delete teams that have primary users assigned. Move these users to another team first.

Managing Team Memberships

Understanding team assignments

• Primary Team: Every user must have one primary team
• Secondary Teams: Users can belong to multiple secondary teams for cross-functional work

Adding users to teams during invitation

When inviting new users, assign teams in the invitation form:

1. Select their Primary Team (required)
2. Add Secondary Teams as needed

Changing team memberships for existing users

1. In the Users tab, find the user you want to modify
2. Click the ellipses (...) next to their name
3. Select Edit
4. Modify the Primary Team dropdown
5. Add or remove Secondary Teams:
   • Add teams using the Secondary Teams dropdown
   • Remove teams by clicking the X next to the team name
6. Click Save to apply changes

Best practices for team organization

• Use primary teams for users' main organizational unit
• Use secondary teams for project-based or cross-functional collaboration
• Regularly audit team memberships to ensure proper access control