Who can use this feature?
By default, only Company Leads/Admins can add Team Leads.
Each added Team Lead is an additional $99.00 per month.
To create and add Team Leads to a new Team, you can drag and drop them in one of three ways:
To create a new Team Lead, click + team lead. A modal will pop up, where you can enter their email and invite them to be a Team Lead,
If they already exist in the Platform but are not attached to a team, you can move them from the Deactivated Users section into a new team as a Team Lead.
If they already exist in the system and are attached to a team, you can promote them from an Employee user to a Team Lead.
Or you can downgrade them from a Company Lead to a Team Lead (permission levels will change).
Once they have been moved over, you will get a confirmation modal such as below. After you confirm, your new Team Lead will have immediate access to start managing their team!