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Team Management

Invite team members

Inviting your team members is the first step in setting up and using Focus so you can successfully manage and track the OKRs of your organization. By inviting them you can ensure that everyone in the organization has access to the tools needed to focus on completing the company goals.

You can do this, by clicking on the Invite Team Member button from the left side panel. 

Once you input the emails from your team members you can click on the “Send Invitation” button to send out the invitations to them.

The team members will receive an email with a link to join Focus. They will need to click on the link and follow the instructions to create an account and join Focus.

Once team members have joined Focus, they will be able to overview the public OKRs and tasks and ones that have been assigned to their team or them. This way they can easily track their progress toward achieving them. They will also be able to update their check-ins or edit them.

Creating teams and adding members

By creating teams, you can assign specific goals and objectives to each team. This helps to ensure that teams are focused on their specific areas of responsibility and that they are working towards their goals in a coordinated and aligned manner.

Once your team members complete the process of joining Focus, you can go to the Teams & Members Section from the left side panel of the Focus dashboard and create the teams, give names, and assign members to each. 

Managing team members 

If you have multiple teams that have managers you can assign roles to each member of your team according to their position. 

In this section have a complete overview of your entire team. Admins can also make edits to the members information and see the number of times they’ve completed a check in. 

Here you can also assign other team members to be admins to your company profile. 

Removing someone from the team

If you wish to have a team member switch teams you can easily do that here by accessing the drop down menu for the desired team member and choosing a new team for them.
But, if you wish to entirely delete that member, all you need to do is to click on the ellipsis button and delete that member.