Formative

Even as a Bronze or Silver user, you can create teams and add other members of your department, school, or district to them. 

To do so, start by clicking on the Teams tab in the left-side menu:

In the popup window enter your team's name, your country, state, and city. 

Mark the type of team you are creating (school, department, or district)

Click the blue "OK" button at the bottom of the screen

Your new team will populate on the Teams tab

1. Click the blue "New Team" 
2. In the popup window enter your team's name, your country, state, and city. 
3. Mark the type of team you are creating (school, department, or district)
4. Click the blue "OK" button at the bottom of the screen
5. Your new team will populate on the Teams tab

When you create a team you are automatically assigned the "org manager" role, which will allow you team management capabilities. 

- Can invite or remove other Org Managers
- Can invite or remove other teachers
- Can edit or delete teams
- Can remove themselves from teams

Mark the checkbox to the left of your team's name

In the menu at the bottom of your screen click "invite members"

Another way is to click the "+" symbol on the far right of the team's name

In the popup window enter the email address of the person you would like to invite to the team, then click the "+ Add" symbol to the right

The team member's email address will appear in a list under "Educators"

Click the dropdown menu to the right of the email address and assign a role: Teacher or Org manager

If needed - to remove an email address from the list, click the X next to it

You can add as many educators as you'd like

Click the blue "Send invite" button at the bottom of the pop up window 

An invite will be emailed to the educator, and they will need to accept it to be added to the team officially. 

1. Mark the checkbox to the left of your team's name
2. In the menu at the bottom of your screen click "invite members"
3. Another way is to click the "+" symbol on the far right of the team's name
4. In the popup window enter the email address of the person you would like to invite to the team, then click the "+ Add" symbol to the right
5. The team member's email address will appear in a list under "Educators"
6. Click the dropdown menu to the right of the email address and assign a role: Teacher or Org manager
7. If needed - to remove an email address from the list, click the X next to it
8. You can add as many educators as you'd like
9. Click the blue "Send invite" button at the bottom of the pop up window 
10. An invite will be emailed to the educator, and they will need to accept it to be added to the team officially. 

While Org Managers have the ability to remove any team member from the team (including themselves), teachers have the ability to remove themselves from a team. 

Click the down arrow next to the team's name

Check the box next to the team member(s) you would like to remove

1. Click the down arrow next to the team's name
2. Check the box next to the team member(s) you would like to remove
3. Choose "remove" from menu

Tip: If you're an Org Member, prior to removing yourself from a team assign the role to another member.

NOTE: While Bronze or Silver users can create teams, they do not have access to collaboration features. To gain access to collaboration features, teams need to be subscribed to a <a href="https://help.formative.com/en/articles/5406186-partner-plan-features-explained">Gold plan</a>. Please see our <a href="https://www.formative.com/pricing" rel="nofollow noopener noreferrer" target="_blank">Pricing page</a> to get a quote for your team!

What's next? Read about our <a href="https://help.formative.com/en/articles/5406186-team-features-explained">Gold features and collaboration capabilities</a>!

Create a New Team

Add Educators and Assign Roles

Remove a Team Member: