Use team organizer to streamline team setup and management

Access the team organizer

From the team organizer page, accelerator managers can add teams to the accelerator manually or through CSV import. You can also edit teams and add team tags from this page. 

To access the team organizer, follow these steps:

1. Open the workspace dropdown from the left-hand side of the Lucid Home Page.
2. Click Cloud.
3. Select Team organizer from the navigation menu on the left-hand side of the page.
   

Add a team to an accelerator

You can’t do team planning without your teams. From the team organizer, add existing teams from your Lucid account to any Lucid Accelerator or you can create new teams (manually or through CSV import). Check out the sections below for instructions on each.

Create a new team

To create a new team within an accelerator, follow these steps from the team organizer page:

1. Click the arrow icon to the right of the "Add teams" button from the top-right corner of the page.
   
2. Select + Create team.
3. Type a unique name for the team under “Name this team”.
4. Add members to the team by typing their name, email address, or a Slack channel that contains users you want to add.
5. Determine the team type.
6. Click Create team.

Add an existing team

If you have previously set up teams in your Lucid account, you can add those existing teams to an accelerator by following these steps from the team organizer page:

1. Click Add teams from the top-right corner of the page.
2. Search for specific team names or browse the list.
   • Only open or closed teams will appear in the list. Hidden teams do not appear.
3. Check the box to the left of the teams you want to add to the accelerator.
4. Click Add.

Create multiple teams with a CSV

If you have a CSV that outlines teams and team members in your organization, you can import it to create multiple teams at once. 

To bulk import teams with a CSV, follow these steps from the team organizer page:

1. Click the arrow icon to the right of the "Add teams" button from the top-right corner of the page.
2. Select Import teams.
3. Choose a CSV from your device to upload.
   • The CSV file must include a column for employee emails and a column for what team they belong to.
4. Click Next.
5. Use the dropdown menus to indicate which columns on the CSV match “Employee email” and “Teams”.
   • If your CSV file contains duplicate team names, a warning will appear at the top of this panel. Click Edit to review and determine how you want to resolve the duplicates.
6. Click Next.
7. Determine the team type. The selection you make applies to all teams being imported.
8. Click Next.
9. Click Create # teams.
   • The button will indicate the number of new teams being created.

Manage teams from the team organizer

After teams have been added, accelerator managers can use the team organizer to update team settings, manage team members, or remove teams from the accelerator. Check out the sections below for more information.

Update team settings

To update a team’s settings such as team name, description, or type, follow these steps:

1. From the team organizer, hover your cursor over a team.
2. Click the three-dot menu icon from the right-hand side of the row.
3. Select Team settings.
4. Edit the team color, team name, description, acronym, or type.
5. Click Save changes.

Manage team members

To add or remove team members from a team, follow these steps:

1. From the team organizer, hover your cursor over a team.
2. Click the three-dot menu icon from the right-hand side of the row.
3. Select Manage members.
4. Add or remove team members:
   • Type user names or email addresses to add them to the team.
   • Click the “X” to the right of a user’s name to remove them from the team.
5. Click Done.

Remove a team

To remove a team from an accelerator, follow these steps from the team organizer:

1. Select one or more teams using the checkboxes to the left of each team in the list.
2. Click Remove team or Remove teams from the top of the list.
3. Click Remove.

Removing a team from an accelerator removes their access to accelerator features, but doesn’t delete the team from your Lucid account.

Use team tags to organize teams

Team tags can be used to organize teams into categories, enabling accelerator managers to publish specific blueprints to targeted types of teams. For example, if multiple teams within your organization are working on the same project, accelerator managers can tag those teams with the project name, making it easy to share relevant resources with everyone involved.

Create a new team tag

To create a new team tag, follow these steps from the team organizer:

1. Click View all team tags from the top-right corner of the team organizer.
2. Select New tag from the top-right corner of the panel that appears on the right-hand side of the page.
3. Type a name for the team tag.
4. Press "Enter" on your keyboard to save the team tag.

You can now add the team tag to applicable teams following the steps in the next section.

Add a tag to a team

To add an existing one to a team, follow these steps from the team organizer:

1. Select one or more teams using the checkboxes to the left of each team in the list.
2. Click Manage team tags from the top of the list.
3. Select a team tag from the list or type a unique name and click + Create team tag to create a new one.
4. Click Save.

The team tag(s) will be applied to all teams you selected and can now be used to publish blueprints.

Manage team tags

After you’ve created team tags, you can rename or delete them by following these steps:

1. Click View all team tags from the top-right corner of the teams list.
2. Open the three-dot menu to the right of a team tag.
3. Click Rename or Delete.
   • Deleting a team tag removes it from any teams it has been added to.

FAQ

How are team tags different from groups on my Lucid account?
Team tags are used within Lucid’s Cloud Accelerators to organize teams by function, department, or any custom category. They can help accelerator managers target specific teams when publishing relevant blueprints.

Groups are managed from the Lucid admin panel and are used for account-wide user management such as licensing, permissions, and other settings across your entire Lucid account.

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