Create a Team
Creating a Team
Teams allow you to group employees together and assign shared assets to them.
This makes it easy to:
- Apply different themes to different departments
- Assign custom links, addresses, and lead forms to specific teams
- Manage multiple brands within the same Kinect Card portal
Example:
Your Sales team can have one theme and set of links, while your HR team uses a different theme and assets. You can also create separate teams for different brands (e.g. Brand A and Brand B).
How to Create a Team
- Log in to your Kinect Card portal.
- Go to Employees.
- Click Teams.
- Select Create Team.
- Enter a team name (e.g. Sales, HR, Brand A).
- Save the team.
Once created, you can assign employees and assets (such as themes, links, and lead forms) to the team.
💡 Best Practice:
Set Up in the Right Order
For the smoothest setup, we recommend creating things in this order:
- Create your assets first
(Themes, links, lead forms, addresses, etc.) - Create your teams
This allows you to assign the correct assets to each team straight away. - Add your employees last
Employees will automatically inherit the assets assigned to their team.
Following this order saves time and avoids having to reassign assets later.
Still need help?
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