How do I set a user as a team leader?

This article will walk you through how to set a user as a team leader from the edit team view.

What can a team leader do?

A user assigned as a team leader has the following permissions in Huddle Monkey:

  • Create modules and schedule them for any team they lead plus teams below them in the hierarchy
  • Initiate a conversation with any team and/or user in the organization
  • Create users and assign them to any team they lead plus teams below them in the hierarchy
  • Create, edit, or delete teams below the team they lead in the hierarchy

  1. Under the Organization heading in the left hand side menu, click Teams.
  2. Select the team to edit in either the tree view, list view, or card view.
  3. At the Edit Team page, the Members tab will show all current members of the team.
  4. Click the vertical dots for the user you want to set as a team leader.
  5. At the dropdown menu, click Set as Team Leader.
  6. Upon success, the user is set as a team leader, as indicated by the Team Leader badge.
  1. In the application bar, select the hamburger menu.
  2. At the flyout screen, select Teams.
  3. At the teams page, select the team to edit.
  4. At the Edit Team page, the Members tab will show all current members of the team.
  5. Select the user you want to set as a team leader.
  6. At the popup menu, click Set as Team Leader.
  7. Upon success, the user is set as a team leader, as indicated by the Team Leader badge.
  1. In the navigation bar, select the Manage button.
  2. At the manage screen, select Teams.
  3. At the teams page, select the team to edit.
  4. At the Edit Team page, the Members tab will show all current members of the team.
  5. Select the user you want to set as a team leader.
  6. At the popup menu, click Set as Team Leader.
  7. Upon success, the user is set as a team leader, as indicated by the Team Leader badge.
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