Organize Users Into Teams

Overview

Organize users into teams to define groups within your company, such as sales regions, departments, or managers and their direct reports.

Teams give Apollo a group boundary that you can use to:

Filter analytics and reports to compare performance and activity across specific teams.
Apply team-based restrictions in permission profiles. For example, you can allow users to edit templates owned by teammates, send sequence emails from a teammate's mailbox, view meetings hosted by specific teams, or assign records only to members of their teams.

Creating a team doesn't change user access automatically. First, create the team and assign users to it. Then configure each user's permission profile to determine which team-based actions they can perform.

It's in the Plan

Teams are only available on organization plans with Apollo. To access teams, upgrade your plan. For help choosing a plan, contact the sales team.

Check out the following sections to create, use, and edit teams in Apollo.

Create a Team

To create a team:

Launch Apollo and click Settings > Users and teams > Teams.
Click New Team.

Teams tab and New Team button highlighted

Give your team a name, and select specific users to add to the team. Click Save to add them.
Then click Save to save the new team.

You have now created a team.

Check out how to use a team on Apollo.

Use a Team

After you create a team, use it to apply team-based permission settings or report on the team's performance.

Define team access
Report on team performance

Define team access

Some settings in permission profiles let you limit an action based on team membership. This gives users access to collaborate with their teammates without granting the same access across your entire company.

You can configure permission profiles to let users:

Edit snippets owned by users on the same teams.
Edit email templates owned by users on the same teams.
Send sequence emails from mailboxes belonging to users on the same teams.
View recorded meetings hosted by users on the same team or selected custom teams.
Reassign contacts, accounts, and deals only to users on their assigned teams.

For example, you could assign account executives and their manager to the same team. You could then configure their permission profiles so they can edit each other's email templates, send sequence emails from approved team mailboxes, and reassign records only to members of that team.

Creating a team doesn't enable these permissions automatically. Each user must be assigned to a team and a permission profile. In the permission profile, select the relevant team-based option for each action you want to allow or restrict.

Check out Create and Assign Permission Profiles to learn more.

Report on team performance

Use the team filter in analytics and reports to review activity and performance for a specific team. For example, you can compare results across sales regions, departments, or managers and their direct reports.

You can also analyze call performance by team to understand how different groups perform on the dialer.

Edit a Team

To edit an existing team:

Go to Settings > Users and teams > Teams.
Click ... beside the team you want to edit > click Edit.

Edit button highlighted for editing a team

Update the team name or edit the people assigned to it.
Click Remove next to a person's name to remove them from the team. Removing a user from a team won't delete them from Apollo altogether. If you're offboarding someone, deactivate their Apollo account as well.

Edit team with Save Changes button highlighted

When finished, click Save.

You have now edited a team in Apollo.

Cut from the Team

To delete a team, click ... beside the team you want to remove, then click Delete.

Next Steps

Now that you've organized your users into teams, use these resources to shape access, measure performance, and manage your organization.

Create and Assign Permission Profiles	Ready to set team boundaries? Configure permission profiles to control how users collaborate, access records, and take actions across Apollo.
Use Analytics Reports	Filter analytics by team to compare activity, outcomes, and performance across regions, departments, or reporting groups.
Analyze Call Performance on Apollo	Compare call performance to see how each team uses the dialer and where coaching could improve results.
Add, Manage, and Deactivate Users	Manage your Apollo users to add teammates, update their account access, or deactivate people who have left your organization.