Help Center.

If you have any questions about Falcon.io, we are here to help.

Team Management.


How to create teams, assign users and channels.

 

Creating teams within your organization allows you to group people together with the channels they manage.

Teams will also have their very own listening queries and templates - so if they have access to the global page, they will be able to create their own templates in their local language.

Note - Administrators have the option to switch team views using the drop-down menu on the right-hand side of Falcon after clicking your name/avatar. 

OVERVIEW: HOW SHOULD I GROUP MY USERS INTO TEAMS? 

Depending on your organization's structure - you may approach this in different ways. You could, for example, group based on:

  • Location.
  • Department.
  • Business units.

 

STEP 1: CREATE A NEW TEAM 

1. Open Settings by clicking your profile picture in the lower left-hand corner.

2. Click Team settings on your left hand menu and select the button Create Team to the right.

3. Add your team name, for example functional ("Marketing") or geographic unit ("Team Netherlands").


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STEP 2: ADD USERS TO YOUR TEAM

1. Select Manage Users and check the boxes next to each user you'd like to assign to the team. Click Save.

2. Indicate if the user should be a Team Leader. Learn more about Team Leaders here.

3. If you need to add a completely new user, you can do so from the Users menu. Learn how to add users to Falcon.io here.

 

FAQs

Q: Can I be part of more than one team?
Yes, users can belong to multiple teams.

Q: Can I have one user role for one channel and another user role on another channel? 
Yes, you can be either a Moderator, Content Creator or Editor on different channels.

Q: What is a team leader?
Team leaders are able add users and channels to the team they manage, as well as create and edit Listen and Measure projects. Learn more about Team Leaders here.

Q: What happens if no team leader is assigned to the team?
In this case, the administrator will be the only one managing the users, channels, listening queries and templates. Approval requests for new content will be sent to the editors or - if no editors are on the team - to the administrators.

 

STEP 3: ADD CHANNELS TO A TEAM 

1. In the Teams menu, select a team.

2. Under the Channels tab, select Manage Channels or Add Channels if you don't yet have any. 

3. Check the boxes for each channel you'd like to add.

4. Save your changes.

 

Note - There is no limit to the amount of channels you can add to a team. Also, it is possible to add a channel to multiple teams.

 

STEP 4: CREATING TEMPLATES

1. In the Teams menu, select a team.

2. Under the Templates tab, select Manage Templates then choose New Template or Create Template

3. In the dialogue box, write the subject line and message of the template.

4. Choose which channel the template should be used for.

5. Save your changes.

 

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For help with setting up your team, please contact us via [email protected]