Teams is a system for organizing and grouping employees in Everlance to reflect your organizational structure and make it easier to manage all your members.

You can create as many teams as you need, and teams can be nested under each other to create a hierarchy. The team that is above another team in the hierarchy is known as its "Parent team," and we typically refer to a team that is under another team in the hierarchy as a "sub-team."

• In the example below, the Customer service team is a sub-team of Everlance (its parent team). Everlance itself is a sub-team of Going Places, its parent team and the Main Organization.

A team is essentially any group of one or more members, with anything from zero to multiple managers. It serves as a way to control the members that a manager can manage.

• Managers have visibility into all the members on their team and members of any sub-teams
• Managers do not have visibility into the members of any teams that are at the same level as them (teams with the same parent team)

How should I set up my team structure?

We typically see customers set up teams based on their current organizational hierarchy, whether it's based on job function, region, manager or something else.

For example, a company might have teams for the West, Midwest, East and South regions. Under each region, they have teams for each state, and if a state has multiple locations, a team for each office. At Everlance, we have teams for Customer Success, Customer Support and Engineering. The Engineering team has sub-teams for the iOS app, Android app and Dashboard, while the Success and Support teams don't have sub-teams. You can make your structure as simple or complex as you need.

The key thing to keep in mind is all the members of a team and any sub-teams share team settings, including:

• Programs
• Team Places
• Expense Categories
• Account Preferences

That means you can centrally control what all the members on a team and its sub-teams can do and see in Everlance, and make changes for all the members at once. Changes to any of these settings flow down from the parent team to all the Members of the team and sub-teams (but not to any Managers or Manager Limiteds). Changes do not flow "up" from a team to its parent team.

All the members on a team also have the same Managers, if any Managers are assigned to it. If no manager is assigned to a team, it basically "rolls up" to its parent team, so the Managers of the parent team act as Managers of the sub-team too.

When setting up your team structure, you should consider how to best group your employees given what they need to share in terms of settings like Team Places and Account Preferences.

How do I create a new team?

1. Login to your Team Dashboard at https://dashboard.everlance.com/teams/

2. Click on 'Teams' in the left menu

3. Click the green 'New team' button in the top right

4. In the box that pops up, first type in a unique team name.

• The team name can be anything you like, as long as it's meaningful to you. We typically see people name teams based on the manager (e.g., "Sylvia's team"), the function (e.g., "Ambassadors") or a location.
• Team names can also be easily updated in the future, so they are not set in stone.

5. Next, specify the new team's parent team (required) and click the green 'Create team' button

What is a parent team?

Parent team is the team above a team in your organizational hierarchy. The new team will become a sub-team of the parent team. The settings of the parent team will be applied to the new team and Managers of the parent team will have visibility into members of the new sub-team.

When adding your teams, we recommend starting by creating the highest level teams first, then their sub-teams. This way when you create the sub-team, their Parent team will already be available for you to select. Creating a team that will be a Parent team is no different than creating any other team.

If you do not have multiple layers of teams or the team you're creating is not a sub-team (it's at the top of your organizational hierarchy), simply leave your Main Organization (default) as the parent team. A parent team is required for every new team created.

What if I need to make changes to a team?

You can update a team's name, parent team and managers from its Team Profile page.

1. Login to your Team Dashboard at https://dashboard.everlance.com/teams/

2. Click on 'Teams' in the left menu

3. Use the search bar at the top to find the name of the team you'd like to update

4. Click on the row with your desired team to be taken to the team profile

5. To change the team name, click the box next to 'Team Name' and overwrite the existing name with your new name

• Click 'Save' in the top right of the Team Profile section

6. To change the Parent, click the box next to 'Parent team' and search for the new team that should be the parent team

• Click 'Save' in the top right of the Team Profile section

7. To add a manager to the team, scroll down to the Team Managers section

• Click the 'Add Manager' button in the top right of that section
• In the box that pops up, search for the name or email of the person you want to add. The person must have already accepted their invite to your organization on Everlance.
• Choose whether you want the new manager to have the Manager or Manager Limited role.
  • The primary difference is Managers can see all the members of the team and any sub-teams, while a Manager Limited can only see the members of that team. Please refer to the What permissions does each role have? article for more details.
• Click the 'Add Manager' button to confirm your selection

8. To remove a manager from the team, scroll down to the Team Managers section

• Click the 'x' at the end of their row with their name (next to 'View profile')
• Click 'Yes' to confirm you want to make a change. Note that removing a Manager from a team only removes the permissions associated with the Manager role. The person will still remain on the team as a Member.

We love hearing from you! Support can be reached at support@everlance.com or by phone at (872) 814-6308. Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.