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 teamsOpen 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 teamsEmployees not allowed to create their own teams |
New teams default their team access to privateTeams 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 privateAll teams will be visible on the Leaderboard |
Allow employees to modify team accessYou give employees the option to modify their privacy setting themselves | Allow employees to modify team accessAll 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