Creating Teams in Rafiki

This article explains how you can create teams and add team mates in Rafiki.

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

You can create teams and add members to teams in Rafiki with or without meeting access granted to the team members. Apart from setting team permissions, Rafiki uses the team data to identify conversations by reps from each team, associates the meeting data with the right team, and analyses the meeting conversations accordingly.

The team data enables Rafiki to analyze meetings contextually and give you comprehensive insights into the team so you always know which team is doing well and which team needs help.

To create teams in Rafiki:

Step 1: Click on the 'Settings' icon.

Step 2: Navigate to the 'User Management' tab.

Step 3: Click on the 'Teams' view from the side pane. You should be able to see a list of all your teams.

Step 4: Click on the 'Create Team' button.

Step 5: Give your team a name, add your teammates, enable or disable meeting access, and click on the 'Add' button from the 'Add New Team' popup.

How to create teams and add members to the teams in Rafiki

Your team should get created and show up on the team list of Rafiki!

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