How to Create Teams in Cloudica

Teams in Cloudica™ help you organize your users into structured groups that can represent departments, divisions, or project groups within your company.

Creating a New Team (via User Drawer)

To create a new team, follow these steps:

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Open a User Drawer. Click a User Data box of a user you want to assign to the new team.
Go to the “Teams you set up” section. Inside the User Drawer, scroll to this section.
Click the (+) Add button. This will open the team creation modal.
Type the team name. In the text box, enter your desired team name.
Click the “Save” button. This creates the team and assigns the selected user as its first member.

The newly created team will now appear in the Team Filter on the left panel of the dashboard.

Want to learn more about the User Drawer? Check out the guide.

Adding Members to a Team

Once a team is created, you can assign more users to it.

Steps to Add Users:

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Click the User Data box of the user you want to add to a team.
In the User Drawer, go to the “Teams you set up” section.
Click the (+) Add button.
In the modal, type the team name.
Select the team from the dropdown list that appears.
Click Save to confirm the addition.

Repeat the process to add more users.

Notes:

A user can belong to multiple teams.
There’s no limit to how many teams a user can be assigned to.
Use the Search box on the dashboard to quickly find users.

Alternate Way to Create Teams (via Org Chart)

You can also create and manage teams directly from the Org Chart.

Steps:

1. Open the Org Chart

Click the Org Chart button on the left panel of the dashboard.

2. Open the Org Chart Menu

Click the kebab menu (⋮) in the modal header.

3. Select "Manage Teams"

This takes you to the Teams page where you can:

Create new teams
Assign or remove users
Edit team names
Delete teams

4. Create a New Team

Click the input box for the new team name.
Type the name.
Click the New “<typed name>” option that appears.

5. Add Users to the Team

Click the Add Users input box.
Select names from the Users list (repeat to add more users).

6. Click Update Team to save.

Related Tips

Learn how to filter User Data by team.
Use the Team Filter to view and manage team assignments efficiently.