Administration
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      1. Concord Support Center
      2. Adding Users & User Roles
      3. Administration

      Setting Up Teams

      Teams define groups of users, which you can then share or give document access to multiple users in a single action. Teams help manage people with similar roles, such as Sales, Operations, or Marketing.  One user can belong to any number of teams. 

      To create a Team:

      1. From the Home page, select the gear icon at the bottom left-hand corner 
      2. From the menu, select Settings
      3. You will be navigated to the Personal information page
      4. Select Teams in the left-hand panel
      5. Select Add new team in the top right corner



      6. Enter the Team name and Team description and select Create.




      Assign users to a team:

      Administrators and Team Managers can add users to teams. Users must be a part of your company to be added to a team. The steps to adding additional users can be found in the documentation for Adding Users to Your Account. 

      1. From the Teams page, select the Team you would like to add members
      2. Select Add user 

         
      3. Select the users you would like added to the Team and click Submit.


      Assigning teams from the user page:

      1. From the Home page, select the gear icon at the bottom left-hand corner
      2. From the menu, select Settings
      3. You will be navigated to the Personal information page
      4. Select Users under Company in the left-hand panel  
      5. Select the User (or Users) you would like to add to a team by clicking on the checkbox next to their name.
      6. Once the name is highlighted, select Assign Team



      7. Select the Team you would like the User added to from the dropdown and click Apply

       

      To remove users from a team:

      1. From the Home page, select the gear icon at the bottom left-hand corner
      2. From the menu, select Settings
      3. You will be navigated to the Personal information page
      4. Select Users under Company in the left-hand panel  
      5. Select the User (or Users) you would like to remove from a team by clicking on the checkbox next to their name.
      6. Once the name is highlighted, select Assign Team
      7. De-select the teams you want the User removed from, then click Apply.

       

      To delete a team:

      Deleting a team will not remove the users from Concord. 

      1. From the Home page, select the gear icon at the bottom left-hand corner 
      2. From the menu, select Settings
      3. You will be navigated to the Personal information page
      4. Select Teams in the left-hand panel
      5. Select the teams you want to delete
      6. Click Delete team