Setting Up Your Team(s) in PunchBoard

Click the icon to view the how to video

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Step 1: Access the Teams Section

Step 2: Create Your Team

Click the "Add Teams" button.
Enter your team name. This can be something fun, your territory name, or your business name.
Once you’ve set your team name, click "Create Group" to save your team.

Step 3: Set Up Your Territories

Choose the territory you want to include.
If your organization has multiple territories, you can:
- Create separate teams for each territory.
- Combine all territories into one team.
Creating multiple teams allows for friendly competition between them!
Make sure to save your territories after selecting.

💡 Tip: Always click "Save" to ensure your territories are correctly set up.

Step 4: Add Team Members

You’ll see a list of all members who already have PunchBoard access.
Select the users you want to include in your team. These individuals will actively help generate online reviews for your business.
Once you’ve selected the team members, click "Save Users".

💡 Tip: If a team member isn’t listed, they haven’t been added to PunchBoard yet. Refer to the guide on how to add new members.

🥊 Get Ready to Compete!

Now that your team is set up, you’re ready to start collecting online reviews and knock out the competition!

Learn how to set up a team, including creating a group name and selecting your locations. It also outlines how to assign user roles.