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

Screen_Shot_2018-01-30_at_3.42.14_PM.png

Enter Team Name > Create

Screen_Shot_2018-01-30_at_3.44.28_PM.png

 

How to Add Users to a Team:

Settings > Company Settings > Teams > Select Team > Add

Screen_Shot_2018-01-30_at_3.46.36_PM.png


Select User > SAVE

Screen_Shot_2018-01-30_at_3.48.26_PM.png

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

Screen_Shot_2018-01-30_at_3.50.21_PM.png

 

 

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