Teams allow for the grouping of certain users, allowing for the sharing of documents and/or access rights in a single action. It’s helpful to note that teams are a great feature for grouping users in similar roles, such as those across Sales, Operations, or Marketing organizations.
Watch & Repeat
Creating a Team
- From the Home page, navigate to the gear ⚙ icon in the lower left corner of your screen, and click Settings.
- Navigate to and click on Teams under Company Settings in the left-hand panel.
- From the Teams page, navigate to and click on the ADD NEW TEAM button.
- Enter and team name and optional description before navigating to and clicking the CREATE button.
Assigning and Removing Users from Teams
- From the Home page, navigate to the gear ⚙ icon in the bottom left of your screen, and click Settings.
- Navigate to and click on Users under Company Settings in the left-hand panel.
- From the User Management page, click on the checkbox feature next to each user you wish to assign to a team.
- Once selected, navigate to and click on the Assign Team button that appears in the upper toolbar.
- A drop-down menu will appear, allowing you to select and/or remove the appropriate team.
- Following the team selection, navigate to and click on the APPLY button.
Note: Only account Administrators and Team Managers can assign users to teams.
Note: There is no limit on the amount of teams a single user can be assigned to.
Deleting a Team
- From the Home page, navigate to the gear ⚙ icon in the bottom left of your screen, and click Settings.
- Navigate to and click on Teams under Company Settings in the left-hand panel.
- From the Teams page, click on the checkbox feature next to each team you wish to delete.
- Once selected, navigate to and click on the ACTIONS button that appears in the upper toolbar.
- A drop-down menu will appear, allowing you to select Delete team.
Note: When deleting a team, please know that any assigned users will not be deleted.
Note: Only account Administrators and Team Managers can delete teams.
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