Requesting a new team

If you are not an account owner or account admin, you may require approval to create your own team. These permissions are set at the account level. In this case, you would have to set up the team which will then have to be approved by your internal account owner/admin.

You can do this by:

• Setting up a team and requesting approval directly in TeamRetro. The account owner will receive an email notifying them of the request which will also appear on their TeamRetro home page to be approved or declined. (Default)
• Following the custom approach set up by your organization. (Custom)

How to request a new team (Default)

1. Navigate to HOME —-> TEAMS. Then click on REQUEST NEW TEAM.

   

2. Enter your team name and logo.

3. You will then be asked to provide the email addresses and roles of the users you wish to be invited into the team.

   
   
4. Once that is complete, click REQUEST TEAM CREATION and the request will be sent to the account admin(s).

4. The team admin(s) will also see this request on their home screen with the ability to ACCEPT or REJECT the request.

5. If the request was accepted, the team will be created and the users will be invited to join via email.

6. If the request was rejected, you will receive an email notifying you of this so that you can follow up with your account admin/s.

How to Customize Your Team Request Process

Account Owners can provide a custom message and URL to display 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. 

1. Click on the SETTINGS tab, followed by the SECURITY tab.

2. 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.

3. The next time a user tries to request a new team, they will be prompted with a dialogue window that will redirect them to your internal support process.