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Teams Setup and Configuration

Learn about setting up and configuring teams and understanding operational features.

Danielle Heffernan avatar
Written by Danielle Heffernan
Updated over 8 months ago

Vivun Admins can configure groups of users into separate Teams. By creating Teams in Vivun, they are available to use as a filter in the Funnel View. For user management, see User Setup and Configuration.

Add Team

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Click Add New Team.

  4. Enter a unique Name and Description.

  5. Click Save.

Remove Team

You can remove teams individually or in bulk.

Remove Individual Teams

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Click the 3 horizontal dots next to the team and select Delete.

Remove Multiple Teams at Once

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Select the checkbox next to the Team(s) to remove.

  4. Click Actions > Delete.

  5. Click Delete.

View Team

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Click the 3 horizontal dots next to the team and select View.

Add User To Team

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Click the 3 horizontal dots next to the team and select View.

  4. Click Add Users.

  5. Click the dropdown or begin typing to select from the list of users in your org.

  6. Click Add.

Remove User From Team

  1. Login to Vivun Settings.

  2. Select Teams.

  3. Click the 3 horizontal dots next to the team and select View.

  4. Select the checkbox next to the user(s) to remove.

  5. Click Actions > Remove.

  6. Click Delete.

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