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How to: Set up a Team on Perkbox
How to: Set up a Team on Perkbox
Amber Ogunleye avatar
Written by Amber Ogunleye
Updated over a month 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 the 'Teams' icon from the left-hand menu within your Admin Dashboard

Step Two: Select 'Create a team'
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Step Three: Input a 'Team Name' and then add a Manager of the team.

Step Four: Select 'Create team'.

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.

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

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