data collaboration

Strengthen Data Collaboration: How to Create Teams in Kloudio [Product Update]

Great news! You can now create and manage teams to increase data collaboration across your team and organization.

Whether you’re a data engineering team of 2 or 200, compiling departmental reports and assigning tasks to individuals is easier than ever. Kloudio’s data engineering tools eliminate all the customization and manual data integration your engineering team spends getting data to your analysts.

Plus, create global templates and share reports with your entire department with one click using Kloudio Teams.

Data Collaboration for All: How to Create a New Kloudio Team

  1. Go to Homepage and select the Teams icon
  2. To create a new team, select the orange New Team button in the top right corner
  3. Enter the Name, Description, and Manager(s) of your new team
  4. Click Save to create your new team — you should see a success pop-up it completed correctly

To Manage Your Existing Teams

  1. Go to Homepage and select the Teams icon
  2. Click the three vertical dots beside your team of choice and select Manage to edit or manage team
  3. Edit Team Description and save your work
  4. To add new team members, select Assign Members to enter their info

To Share Your Reports with Your Entire Team

  1. Go to Homepage and select the Reports icon
  2. Click the three vertical dots beside your report of choice and select Share in the dropdown
  3. Default sharing settings for individuals, select the Team sharing option
  4. Click Select under Team sharing and select the teams you want to share the report with
  5. Click Save to finish—you should see a success pop-up it completed correctly

Voila! You’ve successfully created, managed, and shared reports with your team in Kloudio. Ready to see how Kloudio helps you ensure data collaboration across your team? Create a free Kloudio account today.

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