How to Create Teams in Kloudio

Great news! Pro, Premium and Enterprise users can now create and manage teams. 

So whether you're a data engineering team of 2 or 200, compiling departmental reports and assigning tasks to individuals is easier than ever. 

Plus, create global templates and share reports with your entire department with 1-click using Kloudio Teams.

Get started with Kloudio Teams today.

Here's how to create a new team

  1. Go to Homepage and select Teams icon to begin
  2. To create a new team, select orange + New Team button in the top right corner
  3. Enter the Name, Description and Manager(s) of your new team
  4. Click save to create your new team, you should see a success pop-up it completed correctly

Next, manage your existing teams 

  1. Go to Homepage and select Teams icon to begin
  2. Click the three vertical dots beside your team of choice and select Manage to edit or manage team
  3. Edit team Description and save your work
  4. To add new team members, select Assign Members button to enter their info

Finally, share reports with entire teams

  1. Go to Homepage and select Reports icon to begin
  2. Click the three vertical dots beside your report of choice and select Share in the dropdown
  3. Default sharing settings for individuals, select the Team sharing option
  4. Click Select under Team sharing and select the teams you want to share the report with
  5. Click save to finish, you should see a success pop-up it completed correctly

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