Introduction to Teams

Learn how to manage teams and display team-specific KPIs on your dashboards.

Last updated: Oct. 19, 2021

Be aware: Team behavior has changed since February 2018. If you started using Plecto before this date, read our article on legacy team behavior. If you want to update to the current team behavior, please reach out to our support team.

What are teams?

Teams in Plecto serve as a filtering tool. It allows you to create teams within your organization and apply team-specific settings to our features. For example, you can create dashboards and widgets that filter data based on teams, in which case the dashboards will only show data for the selected teams.

When creating a team, you can select and add employees and managers, choose home dashboards and slideshows, and add registration boxes to the front page in Plecto to make data entry easier. With our team feature, you can also limit dashboard access, which means no teams other than the selected will have access to the dashboard.

Team hierarchy

Plecto allows you to create a team hierarchy. The hierarchy is composed of parent teams and sub-teams, and all parent teams adopt the data registered by their sub-teams. So, if you add a parent team to a dashboard, the dashboard will include and display data both from the parent team and its sub-teams.

team-hierarchy-example.png

You can add a parent team in the team settings or when creating a new team.

  • To add a parent to existing teams, go to Organization > Teams > Edit.
  • To add a parent when creating a new team, go to Organization > Teams > + New team.
choose-parent-team-example.png

If an employee is part of multiple teams and they add registrations manually, Plecto will by default link them to the team highest in the hierarchy. Therefore, they should make sure to select the correct team when creating a registration. If possible, we recommend that each employee belongs to one team only to avoid registering data on behalf of another team.

Home dashboards

Do you have team dashboards? If you have dashboards that only show KPIs from specific teams, you can link a dashboard to a team by adding home dashboards in the team settings.

Having a home dashboard means that you connect a dashboard to a team, and whenever there's a different dashboard that groups KPIs by teams on widgets such as the table widget, you will be able to click on the team name, and Plecto will open the team's home dashboard in a new tab.

Note: You can only add one home dashboard to a team.

home-dashboard-example-link.png

Same as with parent teams and home slideshows, you add home dashboards in team settings or when creating a new team. Go to Organization > Teams and choose either + New team to create a new team or Edit on the right of an existing team. Once the home dashboard is added, you will see a shortcut on the team profile.

home-dashboard-shortcut-example.png

Note: Home dashboards do not limit any access. If you want to give dashboard access only to select teams so that no other teams can see it, go to this article: Limit Access to Dashboards.

Home slideshows

You can add home slideshows to your teams, and there is no limit for how many slideshows you can add to one team. Adding home slideshows allows managers to activate their team's slideshows on TV screens and makes it easier to send slideshow notifications.

If a team is connected to home slideshows, the manager can activate these slideshows on TV screens, but only for their own teams. Once the manager goes to app.plecto.com/activate, they will only be able to choose from their team's home slideshows. The manager will not see any other slideshows unless they have admin rights in the organization.

manager-activate-team-slideshow.png

Home slideshows also make it easier to send slideshow notifications to teams. If any teams in your organization are connected to home slideshows, the following notification actions will enable you to select "Send to home slideshows" as the destination slideshow:

  • Play a sound on a slideshow
  • Show text on a slideshow
  • Show the user on a slideshow
  • Play the user's personal video
  • Play a YouTube video
send-to-home-slideshows-example.png

Online registration boxes

If your team works with manual data sources, you can help them create registrations faster by adding online registration boxes on the front page. By doing so, you enable employees with standard login access to create registrations without them gaining access to the data sources.

example-registration-box-front-page.png

An example of an online registration box called "Deals" on an organization's front page.

To add online registration boxes, go to Organization > Teams and choose either + New team to create a new team or Edit on the right of an existing team. From there, add a data source under "Online Registration Boxes," and the fields from that data source will show on the front page.

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