Directory: Managing teams

Create teams to represent your organizational structure within Kadence, and find the colleagues you work with most often quicker. Employees can be part of one or multiple teams - just like in real life.

Assign teams to neighborhoods to restrict their access to those spaces, and enable team managers to book and cancel on behalf of their team members.

This article covers:

• Creating teams
• Editing teams
• Editing teams: Adding employees
• Editing teams: Removing employees from a team
• Editing teams: Deleting employees from Kadence
• Deleting teams

Prerequisites:

• You must be a global admin in Kadence
• You must be using the Kadence web app

Creating teams*

• From the “Directory” tab, click on “Teams”
• Click “Create a team” in the top right-hand corner
• Here you can enter the following:
  • Team name
  • Team manager
  • Whether the team manager will be able to book on behalf of team members. This will also allow a team manager to make cancellations on behalf of their team members
  • Restrict the team to specific neighborhoods. See: managing neighborhoods
• Once you’re happy with your team, click “Add”
• The team will be created and you can start adding employees by clicking “Add team members”
• A pop-up window will appear where you can enter in the name of any employee and add them to the team. You can add as many people as you want, and once you’re happy with your selection click “Add”
• The employees will now be listed under the selected team

Example:

*Teams can be automatically pulled from your Active Directory sync by setting up groups in your Active Directory. To find out more about AD sync see: Directory Sync

Editing teams

• From the “Directory” tab, click on "Teams”
• Click on the team you want to edit
• Click on the three dots (⋮) in the top right-hand corner
• Click “Edit team”
• Here you can edit/add the following:
  • Team name
  • Team manager
  • Whether or not the team manager can book on behalf of team members
  • Restrict the team to specific neighborhoods
• Once you’re happy with the team click “Save”

Editing teams: Adding employees

• From the “Directory” tab, click “Teams”
• Click “Add team members”
• A pop-up window will appear where you can enter in the name of any employee and add them to the team. You can add as many people as you want to a team, and once you’re happy with your selection click “Add”
• The employees will now be listed under the selected team

Editing teams: Removing employees from a team

• From the “Directory” tab, click “Teams”
• Click on the team you wish to remove the employee(s) from
• Tick the checkbox next to the employee(s) you wish to remove
• Click “Remove from team” in the bottom right-hand corner
• You will be prompted to confirm the choice to remove the employee(s)

Editing teams: Deleting employees from Kadence

• From the “Directory” tab, click “Teams”
• Click on the team you wish to delete the employee(s) from
• Tick the checkbox next to the employee(s) you wish to remove
• Click “Delete” in the bottom right-hand corner
• You will be prompted to confirm the choice to delete the employee(s)

Note: Deleting employees will remove them from the system and delete all booking history associated.

Deleting teams

You can delete teams one at a time by doing the following:

• From the “Directory” tab, click “Teams”
• Click on the team you wish to delete
• Click on the three dots (⋮) in the top right-hand corner
• Click “Delete team”
• You will be prompted to confirm the choice to delete the team

You can also delete multiple teams at a time by doing the following:

• From the “Directory” tab, click “Teams”

• Tick the checkbox next to the teams you wish to delete

• Click “Delete team(s)” in the bottom right-hand corner

• You will be prompted to confirm the choice to delete the team(s)

Note: Deleting teams will only remove the teams from the system. Team members will not be affected by this.