Manage organizational teams

An organizational team is a selected group of positions in the hierarchy for which development managers usually want to analyze fundraising or performance data. Teams can represent development teams or any logical group of related positions for which a manager wants to view information. You can mix and match positions from anywhere in the hierarchy when creating a team.

In addition, a position can be a member of multiple teams. For example, you can create separate Northeast and Southeast teams, and then create an East team that includes all positions included in the Northeast and Southeast teams.

Note: Security rights determine who can add, edit, and delete organizational teams. The teams defined in organization Hierarchy are available for use to authorized development managers and administrators for the purpose of generating reports, KPIs, and dashboards.