Team Recommendations

Overview

The Team Recommendations section helps new users discover and join relevant teams when they first join the platform. Admins can configure this section to provide tailored recommendations based on different criteria such as expertise, office location, or general interest groups.


Setting Up

Click on the Cog Wheel next to Team Recommendations within the steps list. This will bring up the Team Recommendations settings menu.

Basic Settings

  • Title: Define the title that appears in the Team Recommendations section.

  • Short Title: A brief version of the title for UI clarity.

  • Icon: Choose an icon to visually represent this section.

  • Description: Provide a brief explanation of what the section is for.


Configuring Recommendation Rules

Admins can set up rules to tailor team recommendations for users.

Default Recommendations

These are the teams shown to all users when no specific conditions are met. Teams can be added or removed from this list.

Conditional Recommendations

Admins can set up rules using logical operators and user role designations to recommend teams efficiently.

Adding a Rule

  1. Click + Add Rule.

  2. Select a filter criteria (e.g., Admin Role, Location (Country), Skills, etc. ).

  3. Assign a team to the rule.

  4. Click Save.

Removing a Rule

Click the Remove button next to an existing rule.

Finalizing the Setup

Once the recommendations have been configured, click Save.

This section will automatically be displayed to new users during account setup.

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