This article applies to accounts that are using the beta organization management system. If you are using the classic user management system, see Managing Cloud Academy Teams and Managing Cloud Academy Members.

How to Create a Team

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears.
2. Click the Create Team button on the right side of the screen.
   The Create a team wizard appears, open to step 1: Team Detail.
3. Complete the fields and click Continue. Tip: You can click the pencil icon next to the Hierarchy field to choose a different parent team for the team you are creating.
   Step 2: Onboarding Assessment appears.
4. Select the check box next to one or more assessments for the team and click Assign. Tip: Click Preview next to an assessment to open it in a new tab.
   Step 3: Members appears.
5. Add the team members. If the team members are already in your account, you can search for them here. If the team members need to be invited, you can invite them individually or in bulk. See Managing Members for information on the steps to invite new members.
   The list appears as you add or invite each member.
6. Choose a value in the Team Role column for each member and then click Add. See BETA: Licenses and Roles for more information about the team roles.
   The system creates the team and displays the team screen. 

How to Create a Subteam

When you create a team, you choose the place in the hierarchy where the team resides, so to create a subteam, just follow the steps to create a team and make sure to choose the correct parent team in the hierarchy field.

How to View Members Not Assigned to a Team

1. From the management dashboard, click Organization in the left navigation menu.
   The Organization screen appears. If members exist in your account that are not on a team, a banner appears below the search field.
2. Click View members  on the unassigned members banner.
   A search results screen appears with all the members in your account who are not assigned to a team. 

From this screen, you can perform operations to manage the members, such as add the member to a team or remove them from your account. Click the button with three dots next to the member and see Managing Members for more information.

How to Add Members to a Team

A member can be on multiple teams and can have different roles on each team.

You can add members to a team from the member or from the team, either when you first invite the member or create the team or later. 

To add an existing member to an existing team, find the team or the member on the Organization page and click the button with the three dots next to the same. Choose Add Member (for a team) or Add to Another Team (for a member).

How to Remove a Member from a Team 

You can remove a member from a team on the team page. Open the team and click the button with the three dots next to the name of the person you want to remove from the team. Choose Remove from team from the menu that appears.