This is where you can view the different teams you have within your entity.

This is great if you have different office locations or want to separate the sales team from the internal document workflows.

How to create a team

1. Go to Settings

2. Click on Teams

3. Click "Add Team" up to the right and select if it is currently active or inactive.

How to add a user to a team

Once you have created a team, you can start adding users to it and make it active.

To do this go to Users, press on the user's name who you want to add to a team, then select the team you've created under Teams and then press Save.

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