---
title: "Managing Teams"
slug: "managing-teams"
updated: 2025-11-05T03:56:16Z
published: 2025-11-05T03:56:16Z
canonical: "help.madkudu.com/managing-teams"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.madkudu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Teams

Teams helps you organize and manage your team(s) by grouping users based on specific roles (AE, SDRs, Ops), regions, or business units.

## Why Use Teams in HG Insights?

By creating Teams, you can:

- Manage users’ Book of Accounts at the level of teams (example: AEs have a book of account defined by ownerId in Salesforce, while SDR’s defined by Owner_SDR__c)
- Create team-specific playbooks (example: SDRs vs AEs or NAMER vs EMEA)
- Track the playbooks performance and user adoption at the team level instead of user level

## How to Set Up A New Team

Setting up teams in HG Insights is simple:

- Log into [app.HG Insights.com](https://app.madkudu.com)
- Navigate to **Settings** on the left sidebar then **Users & Teams** then the **Teams** tab
- Click**+ Create Team,**which opens a pop-up:

![Create a new team in Salesforce with account ownership settings and integration information.](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/Screenshot 2025-08-25 at 9.59.17 AM.png)
- Enter a name for the team (example: Enterprise AE)
- Select the **Salesforce Account Owner Field** from the dropdown (this is the field that will determine account ownership for the team)
- Click **Save Changes**

## How to Edit an Existing Team

Note that when updating a user’s team, the user’s book of accounts will update with the owner field defined for the team.

- Log into [app.HG Insights.com](https://app.madkudu.com)
- Navigate to **Settings** on the left sidebar then **Users & Teams** then the **Teams** tab
- Navigate to an existing team, and click the three dots. From there, select **Edit Team**

![Manage users and teams in Salesforce, with options to edit or delete teams.](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/Screenshot 2025-08-19 at 1.00.50 PM.png)
- From the dropdown, change the **Salesforce Account Owner Field**to the one you want
- Click **Save Changes**