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Create & Manage Teams
Org Managers & Admins: How to add and manage teams
Org Managers & Admins: How to add and manage teams

As an Org Manager, you can create teams at any level of the organization you manage.

Neta Raz Studnitski avatar
Written by Neta Raz Studnitski
Updated over a week ago

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 tab and then into your Team Management sub-tab. Separate teams for each school in your district will already be visible here, labeled as Schools. You can create teams under each School which can be labeled Departments.

If you are an Org Manager or an Admin for a School:

You can create teams under your School to label your different Departments.

Create a new team

  1. Once you are logged in to your Formative account, select the “Admin” tab from the left side menu

  2. Select the “Team Management” sub-tab at the top of the screen and click on the org you would like to add a team to

  3. In the panel on the right, click on the "Add team" button. This will bring up the "Add team" window

  4. Choose the type of team (district, school, department, or other)

  5. Type the team name

  6. Select the state/country, and type or edit the city

  7. To conclude, click the "Add team" button at the bottom of the window

Your new team will appear 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".

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