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.

  1. Go to Settings

  2. Click on Teams

  3. Click "Add Team" and select if it is currently active or inactive.

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 users name who you want to add to a team, then select the team you've created under Team and then press Save.

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