Requesting a new team
The process for setting up teams in TeamRetro has been streamlined - users can request teams to be created. Requests are sent by email to account admins to be accepted or declined, and will also appear on the main TeamRetro screen for account admins.
As a user, you have the option to REQUEST NEW TEAM to be created on your behalf. This can be found on the TEAMS tab or on your HOME tab under the Your teams heading.
- Once you click on the button, you will be asked to give a name to the team you wish to create.
- You will then be asked to provide the email addresses of the users you wish to be invited into the team. Once that is complete, click REQUEST TEAM CREATION and the request will be sent to the account admin(s).
- The team admin(s) will also see this request on their home screen with the ability to ACCEPT or REJECT the request.
- If the request was accepted, the team will be created and the users will be invited.
Custom Create Team Request Process
Account Owners can provide a custom message and URL to present to users when they request a new team to be created. This is ideal for organizations with internal processes (for example, an IT ticketing system) managing the creation of TeamRetro teams.
To do this:
- Click on the SETTINGS tab, followed by the SECURITY tab.
- Scroll down to the bottom where you can add your own custom message and link for your users to use when requesting a new team.
- The next time a user tries to request a new team creation, they will be prompted with a new dialog window that will redirect them to your internal support process/portal.
