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Set up teams in Recruiterflow

Group recruiters into managed teams so reports, search filters, and ownership views roll up by team instead of by individual.

Written by Vipakshi Joshi

Organizing your account into teams lets you slice reports, run searches, and view ownership by group instead of one recruiter at a time. Each team has a manager and any number of members — useful when you want to see how a desk, region, or pod is performing as a unit.

Teams is part of the Advanced tier (formerly Enterprise). If you don't see it in your account, reply to this article or message support to have it turned on.

What you can do with teams

  • Create as many teams as you need — no cap on teams or members

  • Assign one or more managers and any number of members to each team

  • Filter reports by team or by manager

  • Search by team in Advanced Search (for example, lead owner by team)

Create a new team

  1. Go to Settings > Users > Teams.

  2. Click + New Team.

  3. Enter a Team Name, pick one or more Managers, and add the Team Members.

  4. Click Update.



View and edit a team

Click View Members on a team card to see who's in it. To make changes, click the three-dot menu and select Edit. From there you can rename the team, change the manager, or add and remove members.


Filter reports by team or manager

On reports that support an Added by filter, switch the grouping from individual recruiter to Team or Manager:

  • Added by — Team: groups results by each team. For example, the New Candidates report shows how many candidates each team added in the period.

  • Added by — Manager: groups results by the manager. Because one manager can run multiple teams, this rolls up everything under that manager into a single number.




Search by team in Advanced Search

The team filter is also available in Advanced Search. For example, you can search for leads where the owner sits inside a specific team, rather than selecting individual recruiters by name.

A practical example

You run two desks: a Tech Recruiting team led by Priya and a Finance Recruiting team led by Marco, with six recruiters each. With teams set up, you can pull the New Candidates report grouped by Team to see which desk is generating more pipeline this month, without selecting twelve names by hand. When Priya gets promoted to oversee both desks, you change the manager on the Finance team to her, and every report grouped by Manager rolls everything up under her cleanly.

Things to know

  • One manager can run multiple teams. This is why Added by — Manager is a separate filter from Added by — Team.

  • No limit on teams or members. Build the structure that matches how you actually operate.

  • Removing a team does not delete the users in it; they stay in your account, just unassigned from that team.

  • Advanced tier only. If Teams is not visible, contact support to enable it.

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