Set and Restrict Teams in a Support a Colleague (Cause) campaign  

To create this campaign type you will need to have this module activated.

Company Admin > Campaigns

Start by creating your SAC campaign either with a charity template or without one. The next step is to set the number of teams and select the privacy settings.

To do this, scroll down to the Teams section in Edit Preview of the campaign. You must complete this before creating and managing the teams on the leaderboard.


To Set Teams in Edit Preview

 

Scroll down the screen to Teams section.

On the left side of the screen the data fields will be available to set the number of teams you require for the campaign and limit of team members per team.

You must enter a minimum of 1 in Maximum Number of Teams.

 

 


Customise the way you manage Teams

Allow employees to create their own teams


Open the campaign and allow employees to add their own team. An Add Team button will appear at the top of the Leaderboard when the campaign goes live. (see below)

Allow employees to create their own teams


Employees not allowed to create their own teams

New teams default their team access to private


Teams created by an employee will be automatically set to private and only the employees in the team will be able to see the Team and team members

New teams default their team access to private


All teams will be visible on the Leaderboard

Allow employees to modify team access


You give employees the option to modify their privacy setting themselves

Allow employees to modify team access


All teams will be visible on the Leaderboard and cannot set their team to private

When activated, Allow employees to create their own teams will display an Add team button on the live campaign page. Employees can create and name a new team as shown below.

When you click Add Team, a pop up window will appear to your employees when the campaign goes live.

The privacy option will appear if you untick the (second tick box) in relation to default privacy in Team settings.


To save the team and privacy settings, Click Save at the end of the Edit Preview screen.

Next, go to https://catalyser.atlassian.net/wiki/spaces/CUGCA/pages/617644048