Note that you need administrator permissions to create teams and add users.
Teams in Cinode help structure your organisation and are essential for planning, reporting, and resource management. To use core functionality such as Organisation and Planner, you must create at least one team and add employees to it.
You need Administrator permissions to create teams and manage team membership.
Why teams are important
Teams form the foundation of how your organisation is structured and managed in Cinode.
Organisation structure: Teams represent your company structure and can be organised into multiple levels using parent and child teams.
Planner and forecasting: Teams are required for accurate forecasting and utilisation calculations in Planner views.
Reports and filters: Teams can be used as filters in reports and list views.
Management structure: Teams are typically created based on how Consultant Managers or similar roles are organised.
Multiple team membership: An employee can belong to multiple teams, and their allocation across teams is used when calculating utilisation.
Team Managers (Team Responsible)
A team can have one or more Team Managers (also referred to as Team Responsible).
Team Managers:
Can update employee profiles and create or update résumés for team members.
Are not shown in Planner views; only team members are visible.
Do not inherit rights from higher organisational levels and must be assigned to each team individually.
Must be added separately to every team they are responsible for.
Being assigned as a Team Manager does not automatically make a person a team member.
Managing teams in Administration
In Administration > Company > Teams, you can:
Create and delete teams
Add or remove team members
Assign or remove Team Managers
Move employees between teams
Adjust how much of an employee’s employment rate is allocated to a team
Create a new team
To create a team:
Go to Administration > Company > Teams.
Click the + icon to add a new team.
Enter the required information:
Name (mandatory)
Other fields (optional and mainly used for integrations)
If you are creating a hierarchy, start with the parent team and then add subordinate teams.
Click Save.
Add or remove team members and managers
After creating a team, you can add members and assign Team Managers.
Select the team from the Teams list.
Click the + icon next to the members list to add employees.
Tick the boxes next to the relevant employees and click Save.
To assign or remove a Team Manager, edit the Responsible field for the team.
You can also remove members, move them to other teams, or adjust their allocation percentage.
To edit the team’s name or other details, click Edit.
Adjust employee availability in a team
You can control how much of an employee’s employment rate is allocated to a specific team.
Select the checkbox next to the employee’s name.
Choose Edit availability.
Adjust the percentage (default is 100%).
Move an employee between teams
Note: To avoid losing the connection between an employee and a team, always use Move to team when changing team membership.
If you remove an employee from a team and then add them to another team instead, the connection to the original team is lost. This may affect existing role bookings for that consultant.
To move an employee from one team to another:
Go to Administration > Company > Teams.
Open the team where the employee is currently a member.
Select the checkbox next to the employee’s name.
Choose Move to team and select the new team.
Delete a team
When you delete a team, all links between employees and that team are removed, including role-to-team connections. This affects Planner forecast views but does not delete the employees themselves.
To delete a team:
Go to Administration > Company > Teams.
Select the team and click the three-dot menu.
Choose one of the following:
Move members to another team: Select a new team and click OK.
Delete the team only: Removes the team and all affiliations without moving members.