Teams Management provides easy user organization and administration enabling you to streamline multiple employees (who are HackerRank users) by adding them to the appropriate teams, and manage their operations, and assets in one place.
Accessing Teams Management
Prerequisites
- You must be a user with a Company Admin role to access the Teams Management section.
You can access the Teams Management page by clicking on the profile icon placed at the top right of the page and selecting Teams Management from the dropdown options.
There are three tabs on the Teams Management page to manage Users, Teams and User Roles:
User Management
On this page, you can manage the HackerRank users in your organization at an individual level. Some of the actions that you can perform on the User tab include:
Search and Filter
The Search function lets you find any user by name, email, or team. Apply filters like User Role, Status, and Last Active to quickly locate specific users from a large user base. The filters enable precise searching and identification of users.
Tip: Use the Last Active filter to find inactive users within a time range. Assess their user role status as needed. The filter identifies dormant users over specified periods.
Add Users
You can add new team members by clicking the Add New User button. Here you can add a user in 3 ways:
- Email Invite: To add a new user, enter their name and email address. Select the User Role to assign and the team to add them to. Then click Add. The user will receive an email invite to join the selected team.
- Link Invite: Here, select the User Role and team. The platform generates a link to share with any number of users. They can use the link to join the selected team.
- Bulk Invite: Here, you can upload a CSV file consisting of all the user data, such as their names and emails. The platform uses information in the file to add respective users. They will receive an email to join the team. You can also Download Sample CSV file to understand the format.
Transfer Ownership
You can transfer ownership of tests, and other resources from one user to another before removing their access. Click on the three dots icon associated with a user name and click on Transfer Ownership.
On the following popup, select the user you want to transfer ownership and click on Confirm.
Locking Users
You can lock users individually or in bulk using the Lock option. Use the Last Active filter to find inactive users within a time range. Select dormant users and lock them. Locking in bulk streamlines disables multiple inactive users.
You can unlock a locked user by selecting them and using the Unlock option placed at top ar by clicking on the Unlock User option as shown in the below screenshot.
Export User Data
You can select the users in bulk and export their data in a CSV file using the Export option.
While performing the above tasks you can use the select all feature by checking the box associated with the Name field. Once you click on select all, it applies to all the users in your company. You will see the users are already selected when you move to the next page.
Access Individual User Information
When you click on a user’s name you can access their data within a collapsible window on the right pane. From here you can update their User Role, manage their Entitlements and control the access to Resources they own from the specific tabs designed for them.
Team Level Management
Here you can find all the existing teams in your organization. You can use the search option to search for a specific team. The Region and Department filters help you to look for precise teams.
Create a Team
You can add new teams in Teams Management based on how teams are structured in your organization. You can leverage this feature to match the HackerRank teams to real teams. Click on the Create Team button to get started.
Enter the details, such as team name, region, and department. Select the team members and click on Add.
Note: Region and Department fields are not mandatory.
Manage a Team
- Clicking a team opens a popup window on the right that allows you to update team membership and roles. You can add or remove team members and change team roles between members and team admin.
- As an admin you can now track utilized user roles within a team and monitor their allocated limits.
- You can also change the team's basic information from the Settings tab
Default Invitation
Hover over the desired team name and click on the three dots icon to set the below defaults:
- Send Invite As: All invites sent from this team will appear to come from the following name.
- Set logo at team level: Select a default logo for the team. The logo will appear in future team communications.
Delete a Team
Delete a team by selecting it and clicking the delete icon. When you delete a team, it gets removed from the system. You must remove all the members from the team to delete a team.
User Roles
Here, you can manage the default entitlements allotted to each user role in your company.
You can refer to the below articles to learn more: