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Create a team

Enable your individual teams to centralize data, streamline access, and collaborate more effectively.

Last updated:

Availability

profile  Users, Editors, and Admins

box  Standard accounts, agency accounts and self-managed clients

lock  Feature exclusive to select subscription plans


Organizations are made up of multiple teams, each focusing on different aspects of performance and requiring access to specific data. To stay aligned, every team needs a streamlined way to access relevant information, ensuring all members have visibility into the same key insights that drive their success.

Create a team

Databox provides a dedicated space for departments to create team-specific pages, allowing them to centralize critical data, streamline access, and collaborate efficiently.

To create a team, follow these steps:

  1. On the navigation bar, click + Create a team to create your first team. Alternatively, click All teams on the navigation bar, then + New Team  on the Teams page.
  2. Fill in the following information to configure your team:

    t1-2
    • Team name: Enter a name or designation for the team.
    • Description: Provide a brief description to help team members and other teams understand the team’s purpose and content.
    • Owner: Assign a user responsible for managing the team's settings.
    • Member(s): Add users who should have access to the team's content. 
    • Background color: Choose a color to visually represent the team in the Teams space.
    • Type: Select the team's visibility and access settings:
      • Open: Any user can find, join and view the team's content.
      • Closed: Any user can find the team, but only approved members can view its content.
      • Private: Only invited members can find, join and view the team's content.
  3. Click Create to save your new team.

Create a section

Teams are structured into sections, each with its own name and content. Sections can help further segment a department or organize data based on specific criteria.

By default, a new team includes one section, but you can add more as needed.

To add a section to a team:

  1. Go to the Teams page.
  2. Click on View on the team where you want to add a section.
  3. Click + Add section at the bottom of the screen.
  4. Enter a title and description for the new section.

Add items to a section 

Items represent key reporting content that a team needs to track. You can add the following items to individual sections:
  • Metrics
  • Databoards
  • Reports
  • Goals

teams-vis2

pinNote: Item visibility is determined by user roles and permissions. If a user does not have the required permissions to view an item in Databox, it will not be accessible to them within the team.

Frequently Asked Questions

Can external users be added to a team?

No, only existing Databox users within the account can be added to a team.

Who can approve new users joining a team?

Any existing team member can approve new users.

Who can change the team type?

Only the team owner can change the team type.

Still need help?

Visit our community, send us an email, or start a chat in Databox.