Organize individuals into named groups to manage members, assign roles, track survey participation and generate reports.
Note: With a Gallup Access subscription, you can also create new teams by uploading a CSV file.
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Click Create New Team on the upper-right corner of the Teams page.
Teams page -
On the Create New Team page, select Create Single Team.
Create New Team page -
In the Name field, type a name for the team. In the External ID field, type a unique value for the team to identify it within your organization.
Create New Team page -
In the Team Type area, select the type of team you want to create, and then click Save & Continue.
Primary
A team in your organizational hierarchy with direct and rollup data.Custom
A unique team that is not part of your organization's structure; useful for generating ad hoc reports. For example, you can use a custom team to create a CliftonStrengths Team Grid, a Q¹² report or an action plan for a group of individuals from different primary teams. - Use the options on the Add Members tab to find and add individuals to the team. Click Add Members at the bottom of the page when you are done.
- To add an individual to the team, select Individuals from the Search by field, type their name or email address in the Search field, and then press Enter. Finally, click the individual's corresponding add symbol in the list of search results.
Add Members page- To add all individuals from an existing team, select Team from the Search by field, type the team's name or external ID in the Search field, and then press Enter. Finally, click the team’s corresponding add symbol in the list of search results.
- Note: Select the team's Add With Rollup option to include the team’s rollup members.
Add Members page- Use the Selected Members tab to manage the team members you will add to the team.
Selected Members tab
- By default, Gallup Access assigns the Member team role to all individuals you add to the team. To change an individual's role, use the Team Role drop-down list.
- To remove a member from the team, clear their checkbox.
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If you have the necessary role assigned to your account, you can use the options on the Select Projects page to assign one or more projects (i.e., surveys) to the team. Click Add Projects at the bottom of the page when you are done, or click Skip to skip this step.
- Use the Status and Search options to find a specific survey.
- Select the add symbol of the survey(s) you want to assign to the team.
Select Projects page - After creating the team, Gallup Access will take the following actions if you assigned any surveys:
- For draft surveys, Gallup Access will add the team members as respondents to the survey if they are not already included.
- For live surveys, Gallup Access will send email invites to any team members who have not already participated in the surveys.
- For completed surveys, Gallup Access will include the response data of any team members who participated in the survey while it was active.