2c. How to add Sub Teams ?

Team Hierarchy

Pre-requisite

All the teams that are to be added to the hierarchy should have been already created.
Please refer to the below link to know about team creation, adding members to the team, and adding accounts to the team.

https://success4.helpscoutdocs.com/category/30-support-document-success4-admin-portal-teams-module

We are making use of the following teams, their members, and accounts :

Adding Sub Teams

Step 1:Choose a parent team-->click on the drop-down-->Navigate to the ‘Sub Teams’ tab

Here, our parent team is Level-1

Step-2:Select ‘Add Sub Teams’

Step-3:Choose the team/teams to be added as a sub team.

Here, Level-2 is added as a sub team for Level-1

Step-4:Now navigate to the Accounts tab. Sub team’s account gets inherited by the parent team.

Here, the Level-2 team’s account ‘Tesla’ is inherited by the Level-1 team.

Similarly, following Step1 through step-3, Level-3a, and Level-3b can be assigned as sub teams to team Level-2.

Level-2 has inherited the accounts Twitter and Oracle from its Sub teams.

Now, Level-1 has inherited the accounts Oracle and Twitter through its sub team Level-2.

Note 1: Accounts are only inherited from sub team/sub teams to the parent team and not the users.

Note 2:Accounts inherited from the sub teams can not be removed through the ‘Team management’.Account management should be made use of.