Adding a team

Use this procedure to add a new team:

1. If the side menu is not visible, click .

2. In the side menu, click Operations.

3. In the Customers section, click Teams & Companies.

4. Click Add team.

5. In the Name textbox, type a name for the team.

6. From the Location drop-down list, select a space if you manage more than one.

7. Click Save.

Adding a team

 

Learn about other details you can configure for a team here.

Adding customers to the team

When you added a new team, you can then access it to add team members.

To add a member to a team

• If the side menu is not visible, click .

• In the side menu, click Operations.

• In the Customers section, click Teams & Companies.

• Click a team to add a member.

• In the Team members section, click Add team members.

• Select the Add more than one customer checkbox if you want to add more than one member at a time.

  • Note: Both Individuals and Companies can be added to a team. Learn more about types of members in signing up a member or signing up a contact.

• In the Full name textbox, type the member's name.

• In the Email textbox, type the email address of the member.

• Optional: From the Plan drop-down list, select a plan for the member.

• Optional: Set Send a welcome message to each customer with their access details if you want o send welcome notifications.

• Click Save.

Adding new customers to a team 

 

You can also provide additional details about the members you are adding. Learn more about adding contact details here.