Teams

How can Teams help me?

Blissfully's Teams feature allows you to help coordinate by grouping people & apps together, allowing you to:

  • Segment spend

  • Segment people

  • Understanding Compliance through Access Matrices

  • Define on & off-boarding strategies

  • Distribute Workflow tasks

  • Divide & conquer SaaS management

Teams are designed to be flexible: any single person (or app) can be in multiple teams, and as you'll see, this can provide quite a bit of flexibility.

The Basics

Starting Simple - Teams as Departments

In the simplest setup, Teams can be as direct as one-to-one with your notion of a department. In this setup, most companies would have Sales, Marketing, Support, etc.

Additionally, we recommend creating two special teams: "All Employees", and "Contractors".

In this setup, each of your colleagues would be part of two teams: All Employees (or Contractors) and their department. (Of course, if you have folks who span several departments, by all means, include them accordingly!)

Assigning Apps to Teams

Next, for each team you'll want to include the apps typically used by members of that department.

For Sales, this might include tools such as Salesforce, Hubspot, etc. Support might be Zendesk, Intercom, etc. For "All Employees", we recommend adding the org-wide tools your colleagues use. Typically this includes apps like GSuite, Okta, Notion, Zoom, etc.

When you place an app into a team, you can decide if the app is "required" or "optional" - this choice influences whether Blissfully should expect team members to have access to this tool (and help close any gaps) or that the tool is optional, and it's OK if Blissfully sees usage, but shouldn't worry about folks who aren't using the application.