Build and manage teams and the user membership directly through the Admin Panel
You can create teams manually or in an automated way via integrations such as Salesforce, Dynamics or TalkDesk.
To create a Team manually:
- In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.
- Click on Teams sub-tab.
- Click on Add button.
- Enter a name for the Team.
- Optionally, add a Team photo and song.
- Select the members of the Team; you may also add other Teams to this Team.
- Click Save.
Things to consider:
You can create nested Teams, e.g., "Sales Team" consists of Teams "Sales Development Reps" and "Account Executives". However, there is one limitation to how you nest your Teams. You cannot create an infinite loop, where a Team definition is self-referencing.
Example of a self-referencing scenario:
- "Sales" team includes the "West Coast" team
- "West Coast" consists of "Sales" and "Customer Support" teams
Hoopla will prevent you from creating self-referencing Teams, which means that you may not see certain Teams listed in your available options when building a new Team.