You need to have a few teams set up, and you can read about how to create team here.

Managing teams and team members

There are two ways in which you can manage team members and managers.

Manage one single team

If you want to set the manager or members of a one single team, you can do that in the following way:

  • In Gtmhub, navigate to People section
  • Click on the Teams tab
  • From the left sidebar select the team that you want to manage. You can also use Search bar to search within the listed teams.
  • Now, in the right pane click on the Members tab
  • Here you can click on Change manager button to change the manager or Edit members list button to add / remove team members

Setting up your org chart or managing multiple teams at once

When you are just setting up Gtmhub the first time, you can use Bulk Edit Team Members functionality to manage multiple teams at once. To do so, follow these steps:

  • In Gtmhub, navigate to People section
  • Click on the Bulk Edit Team Members button

In this screen, you have all your teams on the left side and all employees on the right. You can simply drag and drop people from left to right to quickly set up your org chart.

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