Adding a team

How to setup a new team or company.

  You can ask Monika how to add a team, how to add new customers to a team, and how to add exiting customers to 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.

new_team.png
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.

  • 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.

add_customers_to_team_png.png
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.

 

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