How to add your team to the Profit?

Category: OKRs

Profit allows managers and members from management to create OKRs for the teams across the organization. To create OKR for a team, that team has to be created and team members must be added to the team.

This answer guide walks you through the steps to create a new team in the Profit application.

You need to have administrator access to do this activity. The organization setup must be completed at this point in time.

Also see, how to add a new employee to Profit.

Step 1: 

Select Settings → Teams from the left navigation menu.

Step 2: 

Click the Create button to add a new team to the application.

Teams

Step 3: 

Enter the values for the Fields Team Name and the Group Email address.

Create Team

Then click the Search icon in the Employee field. A popup containing all the employees will show up.

You can search for an employee using their First Name, Last Name, and Email Address and check the checkbox in the action column corresponding to employee name. 

Click the Create button to add this employee to the team. Now the employee is added to the group. Repeat the steps to add other employees to the group.


Now click Create to finish creating the team.

Sales Team

The team is successfully created and the # of Employees column shows the number of employees added to the team. In this case, we have just one employee for the demonstration.

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