How-to · Hoopla
Create teams
Create, edit and delete teams, or sync them from Salesforce reports, so you can run team leaderboards and competitions.
When to use this
Section titled “When to use this”Build and manage teams and the user membership directly through the Admin Panel
Section titled “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:
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In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.
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Click on Teams sub-tab.
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Click on Add button.
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Enter a name for the Team.
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Optionally, add a Team photo and song.
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Select the members of the Team; you may also add other Teams to this Team.
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Click Save.
Things to consider:
Section titled “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:
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“Sales” team includes the “West Coast” team
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“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.
Verify
Section titled “Verify”Confirm that the saved team has the intended name and members in Users and Teams.
If it doesn’t work
Section titled “If it doesn’t work”If a team is missing from the member options, check whether adding it would create a self-referencing team loop. Hoopla prevents those loops. Contact support if you cannot save a valid team.
Related articles
Section titled “Related articles”- Why use teams Understand how grouping users into teams simplifies leaderboards, channels, metrics, and newsflashes in Hoopla.
- Sync teams from Salesforce reports Keep Hoopla team membership up to date automatically by mapping a tabular Salesforce User report to each team.
- Team leaderboards Create a leaderboard for teams, select metrics and participants, choose watchers, and save it.
- Cannot add a team to another team in Hoopla Fix a team that’s missing from the list when you build nested teams by removing the circular reference in your hierarchy.
Still having trouble?
Email our support team.