How do I create a team in Gallup Access (for subscription users)?

If your Gallup Access subscription includes the Teams feature and you have the appropriate access, you can create teams in three ways: manually, by uploading a file, or from a bundle in Code Management.

Create a Single Team

1. Go to Menu > Teams.
2. Click Create New Team > Create Single Team.
3. Enter a Team Name and Team External ID.
4. Search for users by name, email, or external ID.
5. Select their Team Role(s) and check the box next to each name.
6. Click Save or Next to finish.

Create Teams via File Upload

1. Go to Menu > Teams.
2. Click Create New Team > Create Team via CSV.
3. Download the template and fill in the required team info.
4. Click Upload File and select your completed CSV.
5. Once processed, click Continue to view your teams.

Note: Work with your System Administrator to ensure correct user data is entered — uploading incorrect information can impact user access.

Create a Team from a Code Bundle

1. Go to Menu > Code Management.
2. Click the More Options menu (⁝) to the right of the bundle name.
3. Select Create Team.

Once the team is created, you can view results by going to:

• Menu > CliftonStrengths > Connections > Your Organization for individual user results
• Menu > CliftonStrengths > Teams for team results and Team Grids

Note: Newly created teams typically appear on the Teams page in real time, but it can take 15–30 minutes — and in rare cases longer — depending on system load.