---
schema_version: "1"
id: fc33abee65d123cf37f92d63595eec19c31c9f44894671468672093131baecf1
title: Create a Team and Manage Team Members Manually in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_teams_create_manual.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_teams_create_manual.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97b182e5c36c2de9c2cf3a06cba17c8537b501f831660fa28e895a8d08efba3d
description: Create a team and assign team members from the Teams page in Salesforce Spiff. You can create team hierarchies by creating subteams. You can also assign users as team leads to allow them to view team member statements and easily enable rollouts.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Team and Manage Team Members Manually in Salesforce Spiff

Create a team and assign team members from the Teams page in Salesforce Spiff. You can create team hierarchies by creating subteams. You can also assign users as team leads to allow them to view team member statements and easily enable rollouts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d76502e81">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76502e81 ">To create a team:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76502e81 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Teams: Manage</p>
            </td>

          </tr>
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This topic describes assigning users directly to a team. You can also assign a specific user to a team in the user’s profile. For large-scale changes, use the upload functionality to add new team assignments, or update existing team assignments. See [Bulk-Uploading Users, Plan and Team Assignments, Currency Rates, and Quotas](https://help.salesforce.com/s/articleView?id=sales.spiff_bulk_upload_management.htm&release=264.0.0&type=5 "Manage large updates to your users, plans, teams, currency rates, and quotas in Salesforce Spiff by bulk-uploading records in Mass Data Management.") for more information about mass data management.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png)

Tip Avoid removing users from teams, which can affect commissions, rollups, team lead visibility, historical reporting, and so on. Instead of removing users from a team, enter an Effective Until date for the user.

1. Create a team.
    1. In the Teams page, click **Add New Team** and select **Add New Team** from the dropdown.
    2. Enter a name for the new team and click **Create Team**.
2. Add team members.
    1. To add members to an existing team, select the team on the Teams page.
        
        ![Team members view.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_teams_view.png)
    2. Click **Add Team Members** (2).
    3. Search for the team members by name (4) or scroll through the list of users, and check the box next to their name. You can filter the displayed users by teams or by plans. Spiff hides archived plans by default.
    4. To save the assignments, click **Add Team Members**.
3. Assign a team lead.
    1. Select the team and click the team leader button (1).
    2. Select a user from the list and click **Assign Team Leader**.
    3. Optionally, edit the team leader assignment details (3) by selecting the assignment effective from and to dates or select Full or Partial statement access. If you select partial access, choose the plans whose statements the team lead can view.
    4. Save the changes.
4. To filter the list of users to show only active users, click **Filter By** and select **Active Users** (6).
5. To remove a user from a team, click the three dots in the row for the user (7) and select **Remove**.
6. To download users as a .csv file, click the Download button (5).
7. Optionally, define custom fields for a team.
    1. In the Custom Fields page, click **Add Custom Field**.
    2. Enter a name for the custom field and a description, and then select the field type.
    3. Save the custom field.

#### See Also

- [Bulk-Uploading Users, Plan and Team Assignments, Currency Rates, and Quotas](https://help.salesforce.com/s/articleView?id=sales.spiff_bulk_upload_management.htm&release=264.0.0&type=5 "Manage large updates to your users, plans, teams, currency rates, and quotas in Salesforce Spiff by bulk-uploading records in Mass Data Management.")