All Collections
General
Configure company account settings, manage org data, and get the most from Built for Teams.
Importing Your Employee or Positions ListImport a CSV data file into Built for Teams.
Ensuring Your CSV File Uploads SuccessfullyReview your CSV file before importing data.
Importing People-Centric Versus Position-Centric DataChoose whether the rows in your file represent people or position information.
Utilizing Custom FieldsStore unique data in Built for Teams.
Fixing Common Import IssuesResolve errors when importing employee data.
Data Requiring Manual UpdatesUnderstand which Built for Teams fields cannot be updated when importing data.
Exporting People and PositionsExport a CSV data file from Built for Teams.
Learning About DashboardsLearn how Built for Teams dashboards help you optimize position control and organizational planning.
Configuring Your DashboardLearn to select and configure the organizational data that appears on your dashboard.
Batch/Bulk Editing of Employee DataNeed to make changes to multiple employee records at once? Learn how in this article.
End of Year ChecklistSpecific items to help close out the current year and smoothly transition to a new year.
Changing Your Login Email Address or PasswordSteps required to update your login email address or password.
Receiving Customer SupportContact our customer success team.
Manage Your Billing InformationLearn how to access and update your billing information.
Deleting an AccountContacting Built for Teams to delete your account
Built for Teams PricingLearn about costs and pricing for the Built for Teams platform.
Security
Ensure the protection of company and employee data.
Password SecurityUnderstand how you can create a secure password
System Security Overview
Understanding User Roles & PermissionsLearn how to control who can see and edit your important data.
Adjusting Your Company's Org Chart PermissionsDecide who employees can view in Built for Teams and if employees can export the org chart.