When multiple departments store data in different tools, it can be tough for them to find the reports and metrics that are most relevant to them. Instead of scrolling searching for the relevant tool and looking for the specific metric there, companies can use Databox to consolidate all their data in one place, and use its Teams feature to group users and surface only the most important reports for each team.
By assigning team members to specific teams (e.g., Marketing, Sales, Finance), you can streamline access to relevant insights and make your workspace more organized.
Create a New Team
Create a Team: Navigate to the Teams page in the left navigation bar and click Create Team. Name your team (e.g. “Marketing Team”).
Add Team Members: While in the team creation window, click Select Members. If you already have a created team, you can edit it to add more members. You can only invite existing Databox users to a team.
If you don't find a user on the list, make sure they are invited in the User Management page.Set the Team Type to Open, Closed, or Private.
Select what Databoards, Metrics, Reports, Goals to include in the team
Once the team is created, click on +Add Item to add any Metric, Databoard, Report, or Goal.
You can also add a Databoard from the Databoard screen by clicking on the three dots and selecting Add to team.
Manage Team Access
Using the Teams feature helps keep data access more focused and secure. Each team sees only what’s relevant to them, helping reduce noise and streamline reporting. Plus, this setup makes it easier to scale as more users and departments adopt Databox.
For more guidance, check out our Teams Help Doc.