Skip to main content

Teams

Manage your organizational team structure — create teams, assign leaders, and define reporting hierarchies.


What is it?

The Teams page is where admins set up and manage the team structure that powers Branco. Teams determine how users are grouped, who reports to whom, and how data rolls up in Reports. Every user in Branco belongs to a team, and every team has a leader.

Admin only

Teams is located at /admin/teams and is only accessible to users with admin permissions.


What you'll see

The page is a single table view showing all teams in your organization:

ColumnWhat it shows
Team NameThe name of the team (sortable)
Team LeaderThe assigned manager/leader for this team
Parent TeamThe parent team in the hierarchy (for nested team structures)
ActionsEdit (pencil icon) and Delete (trash icon) per row

Each row also has a checkbox for bulk actions.


Key actions

Creating a team

Click "+ New team" to add a new team. You'll need to provide:

  • A team name
  • A team leader
  • A parent team (optional — for nested hierarchies)

Editing a team

Click the pencil icon on any row to update the team name, leader, or parent team.

Deleting a team

Click the trash icon to remove a team. Be careful — users assigned to that team will need to be reassigned.

Deleting teams

Deleting a team doesn't deactivate the users on it, but it does remove their team association. Make sure to reassign affected users in User Management after deleting a team.

Searching and exporting

  • Use the search bar to find a specific team by name.
  • Click "Export CSV" to download the full team list as a spreadsheet.

Team hierarchy

Teams support parent-child relationships, so you can model your actual org structure. For example:

Acme Corp (parent)
├── Engineering
│ ├── Frontend
│ └── Backend
├── Product
└── Operations

The parent team field on each team defines where it sits in the hierarchy. This structure is used in Reports for rolling up data and in Team Objectives for scoping goals.


Key UI elements

ElementWhat it does
"+ New team" buttonCreate a new team
Search barFind a team by name
"Export CSV" buttonDownload the team list as a CSV file
Pencil iconEdit a team's details
Trash iconDelete a team
Row checkboxesSelect teams for bulk actions

Getting started

  1. Navigate to Teams in the admin sidebar (left sidebar, bottom group).
  2. Click "+ New team" to create your first team.
  3. Assign a team leader and optionally set a parent team.
  4. Repeat for each team in your organization.
  5. Head to User Management to assign users to their teams.

  • User Management — Assign users to the teams you create here.
  • Team Objectives — Goals are scoped to teams defined on this page.
  • Reports — Team-level dashboards and analytics roll up based on this structure.
  • Company Settings — Define the roles and functions that team members hold.