Setting Up Teams

Teams are the organizational unit in Prodoscore. They group employees for reporting, policy assignment, and manager delegation. Navigate to Settings > User Management > Teams to create and manage teams.

Team Hierarchy

The Teams page shows a left panel with your team hierarchy (parent teams and sub-teams) and a right panel showing details for the selected team. Teams can be nested to reflect your organizational structure.

Creating a Team

1 Go to Settings > User Management > Teams

2 Click "Add Team"

3 Enter team details:

  • Team Name: Descriptive name (e.g., "Sales Team", "Engineering", "HR")
  • Description: Brief purpose or context
  • Parent Team (optional): If creating a sub-team, select the parent team

4 Click "Save"

Team Configuration Tabs

Team Info Tab: Configure the team's basic settings, assign a Shift, and assign a Productivity Policy (see Setting Up Productivity Rules for details).

Members Tab: Add and remove team members. Click "Add Members" to select from your user list. To designate a team manager: find the member > click the kebab menu (⋯) > "Make Manager". A manager has admin-level visibility to their team's data. One team can have multiple managers, but each person can only be a member of one team.

Settings/Tracking Tab: Control what data is collected for this team. Toggle data collection settings on/off for granular privacy control. For example, you might disable Screenshots for this team even if they are enabled org-wide.

Managing Team Membership

  • Add Members: Members tab > "Add Members" > select users > Save
  • Remove Members: Members tab > find user > kebab menu > "Remove Member"
  • Make Manager: Members tab > find user > kebab menu > "Make Manager"
  • Unassign from Team: Move a user to a different team via Settings > User Management > Users > Modify User and change their Team assignment
Important: A user can only be a member of one team at a time. If an employee moves between teams, they must be removed from the old team and added to the new one. Their historical data remains associated with the previous team assignment for audit purposes.

Default Team

When you first sign up, a "Default" team is created. New users are assigned to this team until explicitly moved to another team. You can rename the Default team or create new teams as needed, but at least one team must always exist.