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How to: set up a team

Create Teams in Perkbox – assign managers, add members (manual or CSV), set permissions and report on usage.

Updated over a week ago

Creating teams and assigning team managers will unlock more capabilities with the Perkbox platform.

Having multiple teams set-up means you are able to report on different teams Perkbox usage and set certain permissions to team managers.

We would highly recommend utilising a team to separate your employees by logical groups such as country, region, job function, seniority level etc.

Step one – Select Teams from the left-hand menu within your Admin Dashboard

Step two – Choose Create a Team

Step three – Input a Team Name and then add a Manager of the team.

Step four Select Create team.

Create a Team in Perkbox

Step five – Add team members to the team either manually or using our bulk upload option via CSV upload.

Step six – Select Add team members to complete the team creation.

Add team members in Perkbox

An individual employee can be in multiple teams, and managers can manage multiple teams.

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