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How do I use the Teams feature?

Teams is designed to allow for team building and associated content and DISC interactions for a grouping of profiles. 

 

To create a new team, head to your Teams page here (Tools > Teams) and click on the Create Team button towards the top right corner. You will then be prompted to name the team, select which profiles you'd like to include in the team, and assign a team leader.

Once your new team has been created you'll have access to various insights and reports comparing the profiles used to create the team. 

Screenshot at Oct 13 12-51-13

If you'd like to edit or delete a Team after it's been created, from the list view of all your Teams, click on the 3-dot button towards the right side of the Team you'd like to adjust.

Screenshot at Oct 13 12-52-43

NOTE: The Teams feature is currently only available with a Crystal Business subscription, If you'd like to learn more about this subscription option, just head to our Upgrades page here to speak with our sales team.