Creating Teams On Behalf Of Users

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Overview

Most challenge organisers choose to allow their participants to form their own teams, however it's also possible to create teams yourself via your private admin area.

Step 1

Open Your Private Admin Area

Your private admin area is located at [your challenge website]/admin (eg. yourcompany.bigteamchallenge.com/admin). You can log in with your email and password you chose when you first signed up.

Your private admin area is located at [your challenge website]/admin (eg. yourcompany.bigteamchallenge.com/admin). You can log in with your email and password you chose when you first signed up.

the challenge admin login screen

Step 2

Open The Teams Section

Click on "Teams" on the left-hand side and then click on "Add New Team".

Click on "Teams" on the left-hand side and then click on "Add New Team".

the challenge admin area, clicking on 'teams' and then 'add new team'

Step 3

Enter The Team's Details

Every team needs a unique team name (to identify it on the leaderboard). Optionally, you can also enter a team's location (geographic or organisational) and the team's description (perhaps an overview of who is in the team).

At this stage, if team segments/leaderboards is enabled on your account you'll also be able so assign the team to one of your pre-defined segments. If you'd like to know more about the feature, please see this FAQ and get in touch.

Every team needs a unique team name (to identify it on the leaderboard). Optionally, you can also enter a team's location (geographic or organisational) and the team's description (perhaps an overview of who is in the team).

At this stage, if team segments/leaderboards is enabled on your account you'll also be able so assign the team to one of your pre-defined segments. If you'd like to know more about the feature, please see this FAQ and get in touch.

inputting the details of the new team

Step 4

Add Team Members

At this stage you can select whether the team should be open for anyone to join or if it should be invite-only.

When creating a team, you must add at least one member to the team. This is done by entering their email address in the Email box. The Nickname box on each row is also required - we use this to identify invites as we don't remember the email for privacy reasons. For each team member:

  1. If the email address is already a registered participant but they are a member of another team, you will get an error message.
  2. If the email address is already a registered participant and not in a team, they will be automatically added to the team - i.e. no invite. Note: this will cancel any pending invites for other teams.
  3. If the email address is not registered, they will receive an invitation email with a link to register for your challenge. Upon registering (using the same email address), they will be automatically added to the team. Note: Normal non-admin invites require the user to press "Accept" or "Decline".

Finally, click Create to create the team and email out the invites.

At this stage you can select whether the team should be open for anyone to join or if it should be invite-only.

When creating a team, you must add at least one member to the team. This is done by entering their email address in the Email box. The Nickname box on each row is also required - we use this to identify invites as we don't remember the email for privacy reasons. For each team member:

  1. If the email address is already a registered participant but they are a member of another team, you will get an error message.
  2. If the email address is already a registered participant and not in a team, they will be automatically added to the team - i.e. no invite. Note: this will cancel any pending invites for other teams.
  3. If the email address is not registered, they will receive an invitation email with a link to register for your challenge. Upon registering (using the same email address), they will be automatically added to the team. Note: Normal non-admin invites require the user to press "Accept" or "Decline".

Finally, click Create to create the team and email out the invites.

inviting new users to the team

Step 5

Editing Teams

You can come back to this section at any time to edit existing teams. You can change the team's name and other details, cancel pending invites, and send out new invites.

You can come back to this section at any time to edit existing teams. You can change the team's name and other details, cancel pending invites, and send out new invites.