Setting up teams

Teams allow you to define groups of users, which you can easily share or give document access rights to in a single action. 

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

Important: One user can belong to any number of teams. 

 

To create a Team:

Go to Settings > Company settings > Teams, the click Add a New Team:

 

Enter a team name and description (optional), then click Create:

 

 

To assign users to a team:

As an administrator, navigate to the User management list page (Settings > Company Settings > Users). 

In the user list, select the checkboxes of the users you want to assign to a team. An 'Assign team' action will appear in the list toolbar when one or more checkboxes is selected. Click on 'Assign team' and select the teams from the menu, then click Apply: 

Alternatively, you can go to Settings > Company Settings > Teams, then click on the Team name and use the Add button to add users to the Team.

 

To remove users from a team

As an administrator, go to the User list (Settings > Company Settings > Users). 

Select the users you want to remove from a team. An 'Assign team' action will appear in the list toolbar when one or more checkboxes is selected. Click on 'Assign team' and deselect the teams from the menu, then click Apply: 

Alternatively, you can go to Settings > Company Settings > Teams. Click on the Team name and use the X button under the users’ avatars to remove them.

 

To delete a team

As an administrator, go to Settings > Company Settings > Teams. Select the teams you want to delete, and click Actions > Delete Team:

 

Note: The users themselves won't be deleted. This action cannot be undone.