FAQ: Teams
In a Testimonial Tree Enterprise Account, Teams can be set up in two different ways. This article will describe each and help you determine the best setup for you.
Option 1: Individual Users in an account are assigned to a Team:
- Testimonial Tree can group individual accounts together to form a Team. This is used when individual users have their own dashboards and want to collect feedback from their clients individually. By grouping users to a Team, the individually collected feedback can now by rolled up to display through a Team widget on a team website. A Manager can also be assigned to the Team to monitor and share the collected feedback collected from all of the Team members.
- To setup a Team in this way you will need to first Add a Team while signed in as the Admin of the account
- After your Team is created, you will need to assign your users to this Team. To do this, you will need to follow these steps to modify a user's profile and add them to the newly created Team.
- When selecting a Team Manager, this user may be a Team Lead, Marketing Assistant or Admin. This user will log into their own account dashboard and from there, they will be able to review, monitor and share testimonials collected from all of the Team Members. A Team Manager can also receive email notifications every time a new testimonial is collected on behalf of one of the team members.
- Follow the steps here to create a Team Widget. This can then be placed on a team website to display the collected testimonials of all of the team members.
Option 2: A Team is created as a user in Testimonial Tree
- Testimonial Tree can also create a single Team User account. Typically a Team User account is created when a team email address is used by all members of a team. There would be one single account dashboard all team members log into and all feedback is collected on behalf of the Team User.
- To setup a Team User manually, follow these steps here under Add New User.
- All members of the Team will access this one account dashboard using the team email address and their password (unless you are using SSO)
- All feedback would be collected on behalf of the Team User (using the team email address)
- Email notifications when a new testimonial is collected will be sent to the team email address
- A widget to display testimonials on a website can be created from the Team User account dashboard
- Here is an example of how a Team User account has been created:
If you have any additional questions, please reach out to our Support Team or your dedicated Customer Success Manager.
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