How to add a user to a team?

This guide shows Admin and Manager users how to assign a user to a team within the User Management section of Outperform.

Step 1: Access the User Management Page

• Log in to your Outperform account (Web version).
• Click on the User tab from the left-hand menu.

Step 2: Edit the User’s Team Assignment

• Find the user you want to add to a team.
• Click the pencil icon ✏️ next to their name to edit their profile.

Step 3: Select and Assign Team(s)

• In the Team Assignment section:
  • Check the box next to the team(s) you want to assign the user to.
• Once selected, click the Update button to save changes.

Pro Tips

• A user can belong to multiple teams if needed.
• Team assignments help filter data and assign leads or deals more effectively.
• Double-check team settings for permission alignment after adding users.