Note: This article only applies if you are a manager/secondary on the team. If you're not an admin, please reach out to the team's admin and either share this article with them or ask them to add you as a secondary manager.
If you are managing a team as a leader, coach, facilitator, or HRBP, and need to manage team members or update team settings, this article is for you. If you haven't yet created a team and need help with creating one, visit this article.
To access team management settings:
Go to your home page by clicking "Home" on the left-hand side
In the "Select a Team" dropdown, select the appropriate team
Click on the "Manage Team" button at the top right-hand corner
How to Update a Primary Manager of a Team
On the resulting pop-up:
1. Click on the three dots next to the name of the team member you want to assign as the primary manager
2. Click on "Assign as Primary Manager" That's it! You've replaced yourself as the manager of the team.
Adding Additional Team Managers
Note: If you wish to remove yourself as a team manager, refer to the instructions above.
On the same pop-up:
1. Click on the three dots next to the name of the team member you want to make a manager
2. Click on "Assign as Secondary Manager" That's it! You've added another manager to the team.
Managing Team Members and Settings
In the same pop-up window, you can:
Edit the team name
Add team members by inputting their names and emails
Remove team members by clicking the three dots beside their name
Delete your team using the option in the bottom left corner
Important Notes:
Once you assign someone else as the primary manager it is not reversible without contacting Valence's support team and will remove you as a manager. If you'd like to add a new manager, you can assign a secondary manager to your team.
A team can only have two managers. If you already have two managers, you won't be able to add a third. You can "unassign" a manager by clicking on the three dots on the right-hand side.
There is also an option to add all your team members at once using a CSV file. To learn how to do that, visit this article.
If you have more questions you can always reach the Valence team directly via the support chat button, or email us at coaching@valence.co