Adding a Team in Levvy
1. Go to the Main Menu
After completing the initial setup, navigate to the main menu of Levvy. This is where you'll find all the essential features and settings.
2. Select Team Management
Locate the "Team Management" option within the main menu. This section allows you to manage teams and assign tasks effectively.
3. Click on the "Add New Team" button
Click on the "Add New Team" button and provide the necessary information. This includes the team name and a brief description, which helps in organizing and distinguishing teams later.
4. Click on Submit
Click on "submit" to create the team.
5. Add Further Team Information
Hover over the three circles next to the team name, click "Edit" to add any further details you wish. Click "Add New Members" to assign users to the team.
6. Add Individual Team Members
Add user information, including users’ names, email addresses, and roles and click submit.
7. Save Team
When you're done adding users to the team, click "done" to save changes.
Pro Tip:
For professional service teams, we recommend structuring teams based on client segments. Levvy determines whether users have access to a client by team. Only users assigned to that team can see that client. This allows for better coordination and collaboration. Aim for around 20 clients per team, but adjust based on the breadth and depth of client work. This approach streamlines communication and task management for exceptional service delivery.