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Creating and Managing Teams in Cinode

Learn how to create, manage, and remove teams to structure your organisation effectively.

Camilla Ahgren avatar
Written by Camilla Ahgren
Updated over 2 weeks ago

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. At least one team should be added to Cinode.


Why Teams Are Important

  • Organisation structure: Teams represent your company’s structure and can be organised into multiple levels, with parent and child teams.

  • Planner view: Team setup is required for accurate forecasting and utilisation rates.

  • Reports and filters: Teams can be used as filters in reports and list views.

  • Management: Typically, teams are created according to the groups that Consultant Managers handle.

An employee can belong to multiple teams, and their allocation across teams is used when calculating utilisation.


Team Managers

A team can have one or more Team Managers.

  • They can update profiles and create résumés for team members.

  • They are not shown in Planner views—only team members are visible.

  • Rights are not inherited from higher organisational levels; managers must be assigned to each team individually.

If a manager is responsible for several teams, they must be added to all relevant teams.


Managing Teams in Administration

In Administration > Company > Teams, you can:

  • Create or delete teams

  • Add or remove team members

  • Move employees between teams

  • Adjust team membership percentages


How to Create a New Team

  1. Go to Administration > Company > Team.

  2. Click the “+” icon to add a new team.

  3. Enter the required information:

    • Name (mandatory)

    • Other fields (optional; useful for integrations)

    • If creating a hierarchy, start with the parent team and then add subordinate teams.

    • Click Save.

  4. Add employees and assign Team Responsibles (Team Managers):

    • Select a team in the Teams list.

    • Click the “+” icon next to the members list to add a team member.

    • Tick the boxes next to employees, then click Save.

    • You can also remove members, move them to other teams, or adjust their allocation.

  5. To edit a team’s name or details, click Edit.


Adjusting Employee Availability in a Team

You can set the percentage of an employee’s employment rate allocated to a team:

  1. Click the three-dot menu next to the employee’s name.

  2. Select Edit availability.

  3. Adjust the percentage (default is 100%).


How to Delete a Team

When deleting a team, all links between employees and that team are removed (e.g. role-to-team connections). This impacts the Team Planner Forecast view.

To remove a team:

  1. Go to Administration > Company > Team.

  2. Select the team and click the three-dot menu.

  3. Choose whether to:

    • Move members to another team (tick the box, select the new team, and click OK), or

    • Delete the team only, which removes team affiliation but does not delete employees.

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