The Teams area of the Constituents section is where you’ll go to manage any teams that have been created within your event/campaign.

Teams Table

To access the Teams table, click Teams in the Constituents area of your peer-to-peer control panel.

The information in the table includes the team ID, team Name along with the number of team members, how much money the team has Raised, the amounts of Verified and Unverified donations, and the name of the team Captain(s).

You will potentially see two options for each team listed: Edit and Disable. The option to disable will only be clickable for teams whose members have been removed. Teams with active team members cannot be disabled. After a team has been disabled, you'll have an option to Delete it.

Let's take a look at Edit.

Editing Teams

Team Information

The first screen you land on is the Team Information tab.

You may edit the team Name, Fundraising Goal, or Recruitment Goal in this tab.

If desired, you can assign a team to a classification in the drop-down shown below.

You can also update the Team Avatar from this screen, if necessary. If you're creating the team in your control panel with no captains, this will be the only place for you to make edits to the avatar until a captain is assigned.

Next in this tab, you'll see a toggle that allows you to turn off the ability for anyone to join the team. Keep it toggled on and there will be no limits to how many people can join the team.

Next you'll see a list of Contact Permissions.

Show name in search and Show name in leaderboard allow you to hide teams that don't want to be accessible via the search or clickable in the leaderboards.

In the System Emails section, you can enable a notification for team leaders to receive notifications of all donations for their team. If any team would like that turned off, you can toggle off Notify leader of donation.

Along the right side of the screen, you'll see a Team Actions menu. From here, you can view or edit a team's page.

Click Save Team to save any changes you make in the Team Information tab.

Team Members

The next tab you'll see when you're in Edit mode is the Team Members tab.

In this area, you’ll find a table listing all members of a team, team member registration dates, how much each member has raised, and an option to remove, promote or demote members of the team. Team captains have a Captain icon next to their names.

You may promote team members to captain by clicking the green arrow next to Remove. If you hover over the arrow, a Promote tool tip will appear. Click the arrow to complete a promotion.

Conversely, you may click the down arrow to demote team captains. If a team captain is eligible for demotion, the arrow will be orange.

You can also remove members altogether by clicking Remove. If you’d like to remove more than one team member at one time, you can use the checkboxes and Remove Selected button to do so.

If a member of a team needs your organization's help to update their contact or registration information, you can quickly access their registration details by clicking their name on the list of team members.

Clicking their name opens the Edit Participant page where edits can be made.

This page also links to the team member's personal and team fundraising pages. You can also use the Edit Participant page to help team members reset their passwords.

Click Save Team to save any changes you make.

Team Changes

The third tab in the team Edit area is the Team Changes tab.

Here, you’ll find a record of any changes to the team displayed in an activity feed. This includes changes made by admins, such as promotions and demotions. You can search the activity feed for keywords or names by using the Search bar.

Creating a Team

Back in the main Teams area, you have the ability to create teams without captains that your participants can join once registration has begun. To create a new team, click the Create a Team button.

You’ll be asked to input a Team Name and Fundraising Goal and to choose a Classification, if applicable. Once this information is entered, click Create to complete the team creation process.

You can use the Edit Team Page button within the team Edit mode to make any changes you need to make to the team page. Once added, the team will be searchable and able to be joined. There will be no team captains auto-assigned—you must manually assign those as they register, if needed.

Searching and Downloading a Report

You can use the Search Teams field to look up a team by name.

For more detailed search options, click the Advanced button.

You can choose a number of different Search Only options that allow you to enter a search term and then direct the system to ONLY search for your search term in that field. Your options are ID, Name, Email, and Leader.

You'll also see the Reset Selection button that can be used to clear the options.

To download an Excel or CSV file of a team’s information, use the search bar and filters on the main Teams listing to find your desired results. Then, hover over the Teams icon at the top of the page and select your preferred file type.

If you click the Download button without searching for a particular team or teams, the downloaded report will include information for all teams.

Deleting a Team

If a team is accidentally created and members want to be assigned to a different team, you can Disable and Delete the empty team from the Teams menu.

To delete a team, first it must be disabled by clicking Disable.

Please note: The Disable option will be inactive if there are any members of the team. You must remove or reassign all team members before you can disable the team.

When you click Disable, a modal will appear asking to confirm disabling the team.