3. Teams

Teams allow you to add individuals to groups on Concord. As an administrator, you can give these teams permission for certain contract templates and tagged contracts.

Teams are great for grouping together people with similar roles such as Sales, Operations, or Marketing.

This feature is available with Group, Pro, and Enterprise subscriptions.

How to Create a Teams:

Settings > Company Settings > Teams > Add a New Team


Enter Team Name > Create



How to Add Users to a Team:

Settings > Company Settings > Teams > Select Team > Add


Select User > SAVE


Remove a user from a Team

Settings > Company Settings > Teams > Select Team > Select “X” under user’s avatar to remove


Deleting a Team

Settings > Company Settings > Teams > Select Team > Actions > Delete Team




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