Add & Manage Teams
As an Org Manager / Admin, you can create teams at any level of the organization you manage, which will allow filtering student data by team.
If you are an Org Manager or an Admin for a district:
Navigate to your Admin Tools Management tab and then into the Team Management sub-tab.
Your district team (Org) will be listed at the top, with separate School teams (for each school in your district, included in your license) nested underneath.
You can create Department teams to nest under a School or, if the team is comprised of members across school sites, you can also create a Department to nest directly under the District.
If you are an Org Manager or an Admin for a School:
Your School site will be listed at the top, and you can create Department teams to nest within it.
Note: Formative uses Team and Org as interchangeable terms.
Create a new team
Once you are logged in to your Formative account, select the “Management” tab from your Admin Tools left side menu
Select the “Team Management” sub-tab and click on the team/org you would like to nest a team under
In the panel on the right, click on the "Add team" button. This will bring up the "Add team" window
Choose the type of team (district, school, department, or other)
Type the team name
Select the state/country, and type or edit the city
To conclude, click the "Add team" button at the bottom of the window
Your new team will appear nested under its parent org.
Add Team Memebers
You can add educators to this new team in exactly the same way that you added educators to the original org (this article explains the process).
You can also designate an educator as an Org Manager or an Admin just for a specific School or Department team. This may be helpful so that other people can help you to add educators. When you add them to the team, simply choose their role as "Org Manager" or "Admin".
Remove / Delete a Team
As an Admin or Org Manager you have the authority and ability to remove (or delete) teams (orgs) that you have been manually created and added to the Team Management page.
Note: District or School teams that were created automatically in Formative's system on your behalf will not be available for deletion on your end. To delete these, please reach out to your dedicated Customer Success Manager or reach out to our Support team.
When a team is deleted, any members added to the team at the time of deletion will also be removed from the org. If the user is not a member of an additional licensed team at that time - they might also get downgraded to a Free account, and will need to be re-invited to join a different team.
For this reason, we highly recommend moving team members to other teams prior to fully deleting the team.
Alternatively, Admins and Org Managers can also select to dissolve a team instead of deleting it. Dissolving a team will automatically move all its' members to the parent team (org) and then remove the empty team org from the list. Choosing this method will ensure staff members do not get accidentally removed from the license and downgraded.
Access the Team Management sub-tab
Click on the team you want to remove
On the right-side information panel, click the triple dots at the top right corner
Select "Dissolve [department/school]" to transfer existing members to the parent team org, or
Move team members manually to a different team org (instructions here), and then proceed to select "Delete [department/school]"
