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How to Create and Configure Teams

Organize users, manage neighborhood access, and allow designated team managers to book on behalf of others

Liza avatar
Written by Liza
Updated this week

Prerequisites

  • You must be a Global Admin or Coordinator in Kadence


Important Notes About Directory-Synced Teams

If a team is synced from your directory provider:

  • You cannot change the team name

  • You cannot add or remove members

  • You cannot delete the team

These changes must be made in your directory provider instead. Kadence will automatically reflect updates from the directory sync within 24 hours.


Create a Team

To create a new team in Kadence:

  • Login to Kadence

  • Navigate to Directory

  • Click on Teams

  • Click Create a team in the upper right-hand corner

    Team directory

In the create team modal, you can:

  • Enter the team name

  • Assign team managers (up to 10)

  • Enable or disable team managers booking on behalf of their team members

  • Allow or disallow all team members to create events

  • Set up a recurring Team Kadence encouraging members to book on specific day(s)

    Create team page

Once you’re happy with your setup:

  • Click Save in the lower right-hand corner

After creating the team, you can add members by:

  • Opening the team

    Team directory

  • Clicking Add member

    Team page

  • Searching for users to include in the team

    Add users

Edit a Team

To edit an existing team:

  • Navigate to Directory from the left-hand menu

  • Click Teams

    Teams directory

  • Click on the team you want to edit

    Team directory

  • Click the three vertical dots on the right-hand side

  • Select Edit team

    Edit team

From here, you can:

  • Change the team name (non-directory teams only)

  • Assign or unassign team managers (up to 10)

  • Enable or disable team managers booking on behalf of their team members

  • Assign or unassign neighborhoods

    Edit team page

When finished:

  • Click Save in the lower right-hand corner

Manage Team Members

From the team page, you can:

  • Add members by clicking Add member

    Team page

  • Remove team members by clicking the three vertical dots next to their name and selecting Remove member

    Remove team member

Member changes are only available for teams created directly in Kadence.


Team Kadences

A Team Kadence lets you set suggested in-office patterns for a team, helping members coordinate when and where they come together.

Create or Edit a Team Kadence

To create or update a Team Kadence:

  • Navigate to Directory from the left-hand menu

  • Click Teams

  • Select the team you want to configure

    Team directory

  • Click the three vertical dots on the right-hand side

  • Select Edit team

    Edit team

On the right-hand side of the screen, you’ll see the Team Kadence section. From here, you can:

  • Set a regular schedule for your team to come into the office

    • Choose frequency

    • Select days of the week or month

  • Suggest where the team should sit together on team days

    • Building

    • Floor

    • Neighborhood

    Edit team Kadence

Once you’re happy with your setup:

  • Click Save in the lower right-hand corner

What Team Members Will See

After a Team Kadence is saved:

  • Team members will see recommendations on their home screen

    Smart suggestions

  • Kadence will suggest booking on the selected team days

  • Suggested locations help teams sit together more easily

    Team Kadence days

Important notes:

  • Team Kadences do not create bookings automatically

  • All recommendations are optional and can be changed by users

  • Team Kadences work best when combined with neighborhoods and team-based seating


Delete a Team

To delete a team:

  • Navigate to Directory from the left-hand menu

  • Click Teams

  • Tick the box next to the team(s) you want to delete

  • Click Delete team(s)

    Bulk delete teams

  • Confirm your choice when prompted

    Delete teams

Important considerations:

  • Team members will lose access to any neighborhoods assigned to the deleted team

  • Teams synced from your directory provider cannot be deleted in Kadence. To delete a team from Kadence you will need one of your IT admins to remove the group assignment from within your directory provider admin center.


Need Help?

For support, reach out to:
​📩 [email protected]

For floorplan requests or questions, contact:
​📩 [email protected]

For more helpful articles see:
​📚 Kadence Help Center

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