Admin Tools – My Teams: A Complete Guide for New Admins

The My Teams feature under Admin Tools allows administrators to create, organize, and monitor teams across their organization. It centralizes team setup, user management, and performance tracking - helping you keep every group aligned and accountable.

Admins can build unlimited teams, add users, assign roles, and view progress through real-time scoreboards and reports.

Admins can create dedicated teams to group users by program basis.

You can invite users via email or team code, ensuring quick onboarding and clear team organization. This structure promotes accountability and collaboration within manageable teams.

For detailed steps on creating and inviting users, Click here

The Manage a Team section gives admins full control over team configurations. You can rename teams, promote users to manage roles like Owner or Manager, hide inactive users from scoreboards, and automate daily or weekly reports.

These controls keep your team organized and communication structured, making it easier to maintain visibility as your team organization grows.

For more details on managing team settings and permissions, Click here

Admins can monitor every team’s progress through the Teams Scoreboard, which provides real-time performance insights. Metrics such as prospecting activity, Vision Board activities, Calls, Emails and etc. are displayed at a glance.

You can export data for reporting or identify high performers and areas for improvement. Performance tracking ensures accountability and supports data-driven coaching.

To explore tracking and reporting features, Click here

Next Step: After you’ve set up your teams, explore the Admin Tools – Marketing & Company Admin article to learn how to customize your company’s CRM settings, templates, and automations.