[FOR ADMINS] How can I add people to Teamflect?
To get the most out of Teamflect, you should add your team and people who matter to you to Teamflect. You can add people to Teamflect in 3 methods.
- Loading organizational chart to MS Teams
- Adding the employee-manager information by visiting the Teamflect admin center
- Adding people from the "My People" tab
1) Loading organizational chart to MS Teams:
The first of these methods is to upload people to Microsoft Teams. The organizational chart loaded into Microsoft Teams is automatically recognized by Teamflect and Teamflect adds these people into the application by sticking to the same hierarchy.
To check if the organizational chart has been uploaded by your company, type one of your colleagues' names in the search field of Microsoft Teams.
Click on the "View organization chart " button on the tab that opens.
If you can see the organizational chart under this tab, it means that the organizational chart has been added by your company. In this case, Teamflect fetches your organization hierarchy directly from Microsoft 365, so that you don't need to create a separate organization chart for Teamflect. You can check our article to learn how to upload the organizational chart to Microsoft Teams.
Note: As Teamflect, we recommend this method for adding contacts.
2) Adding the employee-manager information by visiting the Teamflect admin center:
As a second option, if you are a Teamflect administrator, you can add the employee-manager information by visiting the Teamflect admin center. For this, first, go to Teamflect Admin Center https://admin.teamflect.com
Then click "Focus people" from the left menu and choose "relationships" from the two options that appear.
Click the "add button" to add new focus people.
Select the focus type then choose the 1. and 2. participants.
Both parties will receive a notification after being added, which will look similar to the screenshot below:
For detailed information, you can check our article.
3) Adding people from the "My People" tab :
In the 3rd method, you can let your users add people themselves through the Teamflect application. For this, first, click on the "My people" tab on the homepage.
Then scroll down the page slightly. You can add people who report directly to you to Teamflect by using the "add direct reports" button here.
In addition, you can add other people who matter to you to Teamflect by using the buttons under the "add a new focus person" section.
Note: As Teamflect, this is our least recommended method.