Skip to main content

Create and Manage teams

Updated over 10 months ago

Alaan's admin portal allows you to set up teams for your organization. This makes it easy to track total spending for each team, giving you a clear view of departmental expenses.

You can create as many Teams as your company needs!

Step 1: Navigate to the Company menu from the sidebar.


Step 2: Select Teams beside Employees.

Step 3: Click Add Team to create a new team for your account.

Screen Recording 2024-04-13 at 1.29.15 PM.mov [optimize output image]

Step 4: Enter a name for the new team (e.g., "Sales" or "Finance") and click Save Changes.

Step 5: Select a team to view its details section, where Admins can:

  • Edit Team Name: Modify the team name as needed (e.g., from "Marketing" to "Marketing & PR").

  • Add Team Leader: Assign a team leader from the existing team members.

  • Add Team Members: Search for and add additional employees to the selected team.

  • Change Team Membership: Move existing team members to different teams within your organization.


Alaan also allows admins to delete teams entirely, but note that deleting a team may also impact associated member permissions or expense data.

Did this answer your question?