Organize Users Into Teams

Overview

Create teams to group specific users in Apollo. You can apply teams as a filter to quickly monitor analytics for certain groups of users.

In addition, you can configure settings in permission profiles to enable users to access sequences, emails, and conversations owned by other members on their team.

Refer to the sections below for instructions on how to create, edit, and delete teams.

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Create a Team

To create a team in Apollo:

1. Launch Apollo and click Settings.
2. Navigate to Users and teams > Teams.
3. Click New Team.

4. Enter a team name, then use the Add team member drop-down to assign specific users to this team.
5. Click Save to save your new team.

Your new team appears in the list of teams.

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Edit a Team

To edit an existing team in Apollo:

1. Navigate back to Teams.
2. Click ... next to the team you want to edit, then click Edit.

3. Update your team name or edit the list of users assigned to this team.
4. Click Remove next to an existing team member's name to remove them from the team. Removing a user from a team won't delete them from Apollo altogether.

5. Click Save when you're done.

You've updated a team in Apollo. Repeat these steps as needed for each team you want to edit.

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Delete a Team

To delete a team in Apollo:

1. Navigate back to Teams.
2. Click ... next to the team you want to remove, then click Delete.

3. Click Delete again to confirm you want to delete this team.

You've deleted a team in Apollo. Repeat these steps for each team you want to delete.

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Next Steps

Now that you've created a team in Apollo, you can use it as a filter for your analytics dashboards. Hop into Apollo to get started with analytics or check out Use Analytics Reports to learn how you can track your team's performance in Apollo.

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