Custom Teams allow Backstory administrators to create user groupings outside the standard role hierarchy. With custom teams, users can belong to the standard hierarchy and one or more custom teams simultaneously, making it possible to track cross-functional groups, regional initiatives, or any grouping that does not map to your existing org structure.
Note: Accessing custom teams requires a Backstory administrator account.
Create a Custom Team
Follow these steps to create a new custom team. Custom teams are static and do not update automatically when changes are made in Salesforce or Backstory, so membership must be managed manually.
Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under User Management, click Users and Teams.
Click the Custom Teams tab in the left sidebar.
Click + Add Custom Team.
Enter a name in the Name field.
Click the Who belongs to the team? dropdown and select the teams and/or individual users to add. You can add up to 100 individuals per custom team.
(Optional) Click the Who is this team's Manager? dropdown and select a manager. That user will receive headlines, insights, and emails related to the custom team and will be able to view the team's performance insights in Backstory.
(Optional) Click the Who else can access this team's data? dropdown and select any additional users who should be able to view the team's data without being counted as members. This option is intended for managers, executives, and other non-data users who need visibility into the team's analytics.
Click Save.
Edit or Delete a Custom Team
Follow these steps to update an existing custom team's name or membership, or to remove a custom team entirely.
Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under User Management, click Users and Teams.
Click the Custom Teams tab in the left sidebar.
Hover over the name of the custom team you want to modify.
Click the edit icon to update the team name or membership, or click the delete icon to remove the team entirely.
Click Save to confirm any edits.
Frequently Asked Questions
Can a user belong to more than one custom team?
Yes. A user can belong to the standard role hierarchy and one or more custom teams at the same time. Each custom team supports up to 100 individual members.
Do custom teams update automatically when my org chart changes?
No. Custom teams are static and do not sync with changes made in Salesforce or Backstory. If a user is promoted or changes roles, you must update their custom team membership manually.
Who can view custom teams in Backstory?
All users of the Backstory web application can view custom teams in team selectors. Only administrators can create or modify them. Custom teams are listed above standard hierarchy teams in all selectors.
What is the difference between a team manager and a user with additional data access?
A team manager receives headlines, insights, and emails related to the custom team and can view the team's performance in Backstory. Users added through the Who else can access this team's data? dropdown can view the team's analytics without their own data being counted as part of the team's membership.
Need Help?
Contact your CSM or email support@backstory.ai.