Settings: Staff Teams
Learn how the Staff Teams section lets your business create team structures, link teams to parent teams, and view the full hierarchy in one organised place.
Thought Process
The Staff Teams section is there to help organise users into a clear team structure inside the CRM. As businesses grow, it becomes more important to show not just who belongs to a team, but how teams relate to each other.
Some organisations work with a simple flat structure, while others have multiple departments, sub-teams, or managers overseeing several groups. This section makes it possible to build that structure properly by creating multiple teams and linking them to parent teams where needed.
Why it matters
Clear team structure makes staff organisation easier to understand and helps the CRM reflect how the business actually operates.
Why the hierarchy view helps
Seeing all teams in one hierarchy makes it much easier to understand reporting lines, grouping, and the wider team layout.
What This Section Does
Create multiple teams
Build as many teams as your organisation needs so staff can be grouped in a way that suits the business structure.
Link to parent teams
Teams can be connected to parent teams, allowing the CRM to reflect broader structures such as departments and sub-teams.
Show the full hierarchy
A hierarchy view makes it easier to see how all teams relate to each other across the organisation.
Support clearer staff organisation
A team structure helps keep staff grouped logically and makes internal organisation easier to manage.
Edit and maintain teams
Teams and parent relationships can be reviewed and updated as the business changes or grows.
Reflect real business structure
This helps the CRM mirror the way the business is actually arranged, rather than forcing staff into a simpler layout than the business uses.
Team Structure and Parent Teams
Staff Teams can work in a layered way rather than as one flat list.
Main teams
These are the primary groups in the organisation, such as departments or major business functions.
Child teams
These can sit beneath a parent team, giving the business a more detailed and realistic hierarchy where needed.
Simple Walkthrough
- Go to Settings.
- Open the Staff Teams section.
- Create a new team with a clear name.
- Decide whether that team should stand alone or be linked to a parent team.
- Save the team so it becomes part of the structure.
- Repeat this for any additional teams or sub-teams you need.
- Review the hierarchy view to check the structure looks correct.
Getting the Most From Staff Teams
Use clear team names
Choose names that make sense to staff so the structure is easy to understand at a glance.
Keep the hierarchy logical
Parent and child teams should reflect the real business structure so the hierarchy view remains useful.
Use the hierarchy view regularly
This is one of the easiest ways to check whether the overall structure still makes sense as teams are added or changed.
Review as the business grows
Team structures often change over time, so revisit this section when new departments, managers, or working groups are introduced.
Avoid overcomplicating it
A useful hierarchy should add clarity, not confusion, so only create extra levels where they genuinely help.
Build it for real usage
Think about how teams will actually be viewed and managed in the CRM, not just how they might look on paper.