Documentation

Teams Settings

Teams Settings

The Teams feature allows large animal rescue organizations to create sub-organizations or chapters, enabling decentralized management while maintaining overall organizational oversight.

Understanding Teams

Teams are sub-organizations that operate under your main organization. They're perfect for:

  • Regional chapters
  • Specialized rescue divisions (e.g., cats, dogs, exotics)
  • Foster networks in different areas
  • Volunteer groups
  • Partner rescue collaborations

Team Capabilities

Each team can have:

  • Its own members and roles
  • Separate animal listings
  • Independent transport management
  • Custom settings and preferences
  • Dedicated team page

Shared Resources

Teams share with the parent organization:

  • Billing and subscription
  • Core organization policies
  • Verification status
  • Payment processing setup

Creating a Team

Navigate to Settings → Teams
Click Create New Team
Fill in the team details - team name, description, team type/focus, and location (if applicable)
Assign an initial team admin
Click Create Team

Team Setup Checklist

After creating a team:

  • Add team members
  • Configure team settings
  • Set up team-specific forms
  • Create team welcome message
  • Establish team guidelines

Managing Teams

Team List View

The teams page displays:

  • All active teams
  • Member count per team
  • Team creation date
  • Quick actions menu

Team Settings

Each team has its own settings:

  • Basic information
  • Team logo
  • Contact details
  • Visibility preferences
  • Feature toggles

Team Roles

Teams have their own role hierarchy:

  • Full control over team settings
  • Manage team members
  • Access all team features
  • Cannot delete team
  • Standard access to team features
  • Manage animals assigned to team
  • Create team transports
  • Limited access
  • View team activities
  • Participate in assigned tasks

Team Administration

Adding Team Members

Go to the specific team's page
Click Team Settings
Select Members
Click Add Member
Choose from existing organization members or invite new
Assign appropriate team role

Transferring Team Ownership

To change a team's admin:

  1. Current admin goes to team settings
  2. Selects new admin from team members
  3. Confirms ownership transfer
  4. New admin accepts responsibility

Deactivating a Team

To temporarily disable a team:

  1. Go to team settings
  2. Click Deactivate Team
  3. Choose deactivation reason
  4. Confirm action

Deactivated teams:

  • Become read-only
  • Retain all data
  • Can be reactivated later
  • Don't count against team limits

Use Cases

Regional Chapters

Perfect for organizations spanning multiple states:

  • Northeast Chapter - Handles NY, NJ, CT transports
  • Southeast Chapter - Manages FL, GA, SC operations
  • Midwest Chapter - Coordinates IL, WI, IN activities

Specialized Divisions

Organize by animal type or program:

  • Cat Team - Feline-focused rescue operations
  • Medical Team - Special needs animals
  • Foster Team - Foster home management
  • Transport Team - Dedicated transport coordinators

Partner Networks

Collaborate with other rescues:

  • Maintain separate identities
  • Share resources and platform
  • Coordinate joint efforts
  • Track shared outcomes

Best Practices

Team Structure

  1. Clear Hierarchies - Define reporting structures
  2. Defined Boundaries - Set clear team responsibilities
  3. Regular Communication - Schedule team check-ins
  4. Shared Goals - Align team and organization objectives

Team Management

  1. Empower Leaders - Give team admins autonomy
  2. Provide Resources - Ensure teams have needed tools
  3. Monitor Activity - Track team performance
  4. Celebrate Success - Recognize team achievements

Scaling Considerations

As you add more teams:

  • Standardize team creation process
  • Document team guidelines
  • Create team templates
  • Establish inter-team communication

Permissions & Access

Organization Level

Organization owners/admins can:

  • Create new teams
  • View all teams
  • Access team analytics
  • Modify team settings
  • Delete teams

Team Level

Team admins can:

  • Manage their team only
  • Cannot create new teams
  • Cannot access other teams
  • Limited to team-specific data

Reporting & Analytics

Track team performance:

  • Animals rescued per team
  • Transport activity
  • Member engagement
  • Adoption success rates

Common Scenarios

Starting Your First Team

Identify need for team structure
Define team purpose and scope
Select team leadership
Create team with clear name
Onboard initial members
Set team goals

Merging Teams

When consolidating teams:

  1. Export data from team to merge
  2. Add members to target team
  3. Transfer animals and transports
  4. Deactivate empty team
  5. Communicate changes clearly

Team Conflicts

To resolve inter-team issues:

  1. Document the concern
  2. Involve organization admin
  3. Facilitate discussion
  4. Establish clear boundaries
  5. Monitor resolution

Troubleshooting

Can't Create Team

If team creation fails:

  • Check organization permissions
  • Verify team limit not reached
  • Ensure unique team name
  • Try different browser

Members Can't Access Team

If team members have access issues:

  • Verify member was added to team
  • Check role assignment
  • Confirm team is active
  • Have member log out/in
  • Members - Manage organization-wide members
  • Roles - Understand role permissions
  • Features - Enable team-related features