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SKIP AHEAD TO: How to manually create a Team in Spekit How to create teams through an IDP, Identity Provider (i.e. through SSO) How to add Users to an existing Team |
Learn how to use Spekit Teams and all the features available. You must have Account Admin or Team Admin-level access to create Teams.
How to manually create a Team in Spekit
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Teams click on Manage Teams.
4.) Click the blue Create a Team button.
5.) Complete the following:
- Team Name (i.e. Operations, BDRs, Customer Success, Management, etc.)
- Description (Optional): Include a clear explanation of what types of content this group has access to.
6.) Next, if users should not be able to access Salesforce Field Speks that are not associated with a Topic, then uncheck the box next to “Can access all Speks without a Topic”
- If this box is not checked the Viewers of this Team would only see custom-created Speks.
8.) Next, if this Team should have access to all current and future Topics created, check the box next to Can access all Topics?
If this Team needs to see specific Topics, leave the box unchecked. Use the drop-down menu to select which Topics should be visible.
9.) After assigning the Topics, click Create and add Users. A confirmation message will display at the bottom left of the screen.
10.) The next screen will allow users to be added to the team. Select the users to invite by:
- Searching for the user, and then selecting the radio button to the left of the user’s name.
- Select the radio button at the top of the user list to select all users in the list.
11.) Click the blue button labeled Add User.
12.) The next prompt will require that you select the following. The settings selected will apply to all accounts:
- Team assignment: Select at least one Team. Information about how to create Teams. Note: All users will be added to the All Spekit Users Team.
- Team Specific Role: Select from the options of Viewer, Expert, and Team Admin roles.
13.) When finished select Add User. You will see a confirmation message in the bottom-left corner of the screen.
How to create Teams through an IDP, Identity Provider (i.e. SSO)
Some identity providers allow Teams to be created and users to be added through the provisioning process via SSO. See the full list here.
From the Spekit Web App, the Spekit Admin or Team Admin can adjust:
- If Viewers “Can access all Speks without a Topic”
- What Topics the Team can view.
To verify that a team has been created through the IDP:
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Teams click on Manage Teams.
4.) The next screen will list all teams created. All teams created via the IDP will have (IDP) at the end of the name.
How to add Users to an existing Team
Teams and Users added via SSO can only be added and removed via SSO. Work with the SSO administrator to make these adjustments.
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Teams click on Manage Teams.
4.) Click Manage Users next to the Team you would like to add users to.
5.) Select the users to invite by
- Searching for the user and then select the radio button to the left of the user’s name.
- Select the radio button at the top of the user list to select all users in the list.
6.) Click the blue button labeled Choose Action, and select Add User
7.) The next prompt will require that you select the following. The settings selected will apply to all accounts:
- Team assignment: Select at least one team. Information about how to create teams. Note: All users will be added to the All Spekit Users Team.
- Team Specific Role: Select from the options of Viewer, Expert, and Team Admin roles.
8.) When finished select Add User.You will see a confirmation message in the bottom-left corner of the screen.
How to edit Team settings
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Teams click on Edit Team.
4.) Click Save when finished.
How to remove a User from the Teams Page
Teams and Users added via SSO can only be added and removed via SSO. Work with the SSO administrator to make these adjustments.
Removing a User from the Teams Area
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Teams click on Manage Teams.
4.) Click Manage Users next to the Team you would like to add users to.
5.) Select the users to remove by
- Searching for the user and then select the radio button to the left of the user’s name.
- Select the radio button at the top of the user list to select all users in the list.
6.) Click the blue button labeled Choose Action.
7.) Select Remove from team.
8.) Next in the prompt, confirm which team the user(s) should be removed
9.) When finished select Remove User. A confirmation will appear on the bottom left of the screen.
Removing a User from the User Area
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Users click on Manage Users.
4.) Select the users by
- Searching for the user and then select the radio button to the left of the user’s name.
- Locating the user with the filters and selecting the radio button by the user’s name.
- Select the radio button at the top of the user list to select all users in the list.
5.) Remove the user by either of the following methods:
- Click the blue button labeled Choose Action
- Select Remove from Team.
- Next in the prompt, confirm which team the user(s) should be removed
- When finished select Remove User. A confirmation on the bottom left of the screen.
- Clicking on the User’s name.
- Select Edit Team.
6.) On the Edit Teams and assigned roles screen, locate the Team to be removed.
7.) Click Remove User.
8.) Next confirm the prompt asking if you are sure by clicking the check mark. A confirmation will appear in the bottom left of the screen.