How to set up a team

Team Views will provide a layer of filtration on top of all data that will tie directly to the Team(s) you are part of. The team you have selected will be assigned to the newly created entity when creating the new entity.

Upon setting up your company name on the system - the page will provide you with the default " Leadership team". 

  • A company must have one and only "Leadership Team".
  • The ability to view, create, edit and archive data is reserved for its specific members only. 
  • The S2 Road Map is always visible for the members
  • Coaches have view-access to all data associated with the Leadership Team and the S2 Road Map. 

How to Create a Standard Team

1. Go to Company Setting.

2. Select team and click on Add Team on the top right. 

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