Teams help sort both people and projects for searchability, and also help assign roles and permissions in the District Engage configuration settings.
Teams can have unique pages created for your District Engage website, so public participants can learn more about the team and understand who is driving the consultations. You can also see members of the team, and delete the team.
To view a list of all the teams that currently exist for your District Engage website:
Log in via your District Engage website.
In the top right of your screen, click your username, then Dashboard.
In the top-level menu, click People. This takes you to the People Overview screen.
In the left-hand menu, click Teams. This brings you to the teams overview page.
View your teams
To view a list of all the teams that you are currently part of:
Log in via your District Engage website.
In the top right of your screen, click your username, then My Teams.
You will now be able to see all the teams you are a member of.
Create a new team
To create a new team:
Log in via your District Engage website.
In the top right of your screen, click your username, then Dashboard.
In the top-level menu, click People. This takes you to the People Overview screen.
In the left-hand menu, click Teams.
Click +Create team.
Give the team a name. This will be visible everywhere in your District Engage website, including on your published projects and in dropdown menus and user permissions screens.
Choose which type of team from the dropdown menu: Department or campaign. For more information see below “Department teams, campaign teams and projects.
Provide a slogan for your team if desired.
Use the WYSIWYG editor to create content ('Description' field) about your team. For more information about using the editor, see WYSIWYG editor.
On the right-hand side, tick Landing page enabled if you want your team’s page to be publicly visible.
Select a Landing page theme.
Provide a unique URL if required. If left blank, this will be populated by the Name field.
Choose a Colour scheme for your team. Note: All new projects created within that team will inherit this colour scheme as the default, which can be changed in the project appearance settings.
Add a cover image if desired by either clicking to browse or dragging and dropping the image.
Add a logo if desired by either clicking to browse or dragging and dropping the image.
When you’re finished, click Save.
Edit a team’s landing page
You can edit your team landing page to update it with more information about who you are. Your team will be displayed on associated projects so that participants can get a better idea of who you are.
To edit your team page:
Log in via your District Engage website.
In the top right of your screen, click your username, then Dashboard.
In the top-level menu, click People. This takes you to the People Overview screen.
In the left-hand menu, click Teams.
Scroll to the relevant team. On the right-hand side, click the ellipsis menu icon.
Click Edit to be taken directly to the team’s editing tab.
You can update the content about your team here.
When you’re finished, click Save.
Team report
To access a team report, click one of one of the Teams in the Teams landing page. The team report is dynamic and updates in real time as data comes in. The team report can be configured and customised in the same way as other report dashboards in District Engage. For more information about how to manage and configure reports, see Reporting.
Department teams, campaign teams and projects
When creating a project, you need to assign this project to a team (department or team), as every project within District Engage is owned by a team.
A department team can own multiple projects. And a project can also be part of one or more campaign teams. A campaign team groups projects across different teams. For example project A can be part of department team A, project B is part of department team B. But both project A and B can also be part of campaign team C.
Assigning a project to a campaign team is only optional, while assigning a project team owner is a requirement for creating a project.