Goodsted lets you record and report on engagement across every level of your organisation. To do that, the platform uses an internal structure made up of two levels: directorates and teams. These are the default terms, but they're customisable - your app may use different labels, such as Region and Branch, or Division and Area.
This article covers what directorates and teams are, how to customise the terminology, how to create them, and where this structure shows up across the platform.
What are directorates and teams?
Directorates and teams are the two levels Goodsted uses to categorise your members.
A directorate is the higher level - this might map to a department, a business unit, a region, or a global branch, depending on how your organisation is structured. A team sits inside a directorate and represents a smaller grouping, such as a function or sub-team.
When a member signs up and logs in for the first time, they're asked to choose the directorate and team they sit in. This becomes part of their profile and follows them across the platform.
Customising the terminology
You can rename "directorate" and "team" to match the language your organisation already uses. Some example pairings are shown on the settings page itself.
To change the terminology:
Open your profile dropdown in the top right and click Switch to Admin Panel.
In the admin sidebar, click Settings.
On the General tab, scroll down to Internal Structure.
Update the Directorate and Team fields to the terms you want to use, then save.
Once you've set these, the new terms will appear everywhere directorates and teams are referenced.
How to create directorates and teams?
Create a directorate
Open your profile dropdown in the top right and click Switch to Admin Panel.
In the admin sidebar, click Directorates.
Click Create Directorate in the top right.
Fill in the form. Only Name is required - optionally you can add an image, location, and an About description.
Click Create Directorate.
Your directorate is now created and will appear in the directorates listing.
Create a team under a directorate
In the directorates listing, click the directorate you just created. This opens its About page.
Click the Teams tab in the row alongside About.
Click Add Team in the top right.
Enter the team name. Only Name is required - you can also add a website and a profile image for your team.
Click Create a team.
Your team is now created under that directorate.
Add members and assign admins
On the team page, open the Members tab.
Add members to the team from here.
To grant a member admin rights for that team, click the three-dot menu on their row and select the admin option.
You can assign more than one admin to a team or directorate. Admins can edit the directorate or team page - including the name, profile image, and other details - and add or manage members.
You can do the same on the directorate's Members tab to manage members and admins at the directorate level.
Note: when you add a member to a team, they're automatically added to the parent directorate as well. You don't need to add them in both places.
Why directorates and teams are important?
Directorates and teams are what makes reporting at scale possible. Once your structure is in place, admins can see logged hours, opportunity numbers, and other engagement data broken down by directorate or team, and compare or rank parts of the organisation against each other.
What's next
💬 Need more help? Contact us anytime at support@goodsted.com, we're happy to assist!