Organize your teams into a meaningful hierarchy for use in Personal Scorecards, Team Scoreboards, and other performance-based reporting.
💡 Introduction
The Team Groups feature allows you to define relationships between custom fields in AskNicely—like Region, Office, and Provider—so that your dashboards, scorecards, and reports reflect your actual organizational structure. This is essential for performance tracking, recognition, and accurate leaderboard filtering.
🛠️ Step-by-Step Instructions
1. Navigate to Team Groups
Go to Settings > General > Data Management
Click the Team Groups tab
2. Understand How Team Groups Work
Team Groups let you stack your existing custom fields into a hierarchy. For example:
-
Region (top-level field)
-
contains multiple Office Locations
which in turn contain multiple Providers
-
This makes it easy to:
Filter by team/region/individual
Group contacts and responses for reporting
Power Personal and Team Scorecards
3. Define Hierarchies
Use the dropdowns to set your field hierarchy:
Top level: e.g. Region
Mid-level: e.g. Branch (Office Location)
Bottom level: e.g. Dentist (Provider)
You can also rename how each level displays in AskNicely without affecting the underlying field names. These new labels will appear in dashboards and scorecards.
📌 Example:
| Field Name | Display Name |
|---|---|
| region | Region |
| office_location | Branch |
| dental_provider | Dentist |
4. Optional: Set a Ranking Level
You can also specify a “Rank Within” field to determine who individuals are compared against in Scorecards. For example:
Rank Dentists within Branches to compare within offices
Or rank them within Regions to compare across locations
❓ FAQs & Common Issues
Q: Can I rename fields in Team Groups without changing my actual data?
A: Yes! Renaming fields in Team Groups only changes the label shown in dashboards—not the data source or field name.
Q: Does this affect how data appears in Contact records?
A: No. This only applies to how teams and individuals are displayed in Scorecards and Reports.
Q: What’s the difference between Team Groups and Data Management?
A: Data Management changes your field definitions or visibility. Team Groups just defines relationships between fields.
Q: Can I rank users globally across the entire account?
A: Yes—set the “Rank Within” value to the lowest tier (e.g. Provider) to compare everyone at that level regardless of region or branch.
Q: Will this impact workflows or survey sending rules?
A: No, this setup only impacts filtering and visibility for performance features.