Creating teams allows you to group your users by department, region, or function. This structure helps you organize your entity and makes it easier to manage document access and team-based reporting.
Set up a new team
You can manage all your team structures from the Entity settings.
Click on your profile image in the top right corner.
Select Settings.
Go to Teams under the Entity settings section in the left-hand menu.
Click on Add team+.
Enter a name for the team.
Click Save.
Manage existing teams
Once a team is created, you can adjust its basic details or remove it if it is no longer needed.
Edit a name: Click on an existing team to rename it.
Change status: Toggle a team between Active and Inactive.
Delete a team: Use the trash icon or delete option to remove a team permanently.
Note: When you delete a team, the users themselves are not deleted from the system; they are simply removed from that specific group.
Adding users to your teams
It is important to note that the Teams menu is only for defining the team names and statuses. You do not add individual members here.
Where to add members: To assign a user to a team, go to Manage users in the Settings menu.
Assigning the team: Click on a specific user, and in their profile settings, select the team(s) they should belong to from the dropdown menu.
Important: A user can only be added to one team at a time. Assigning them to a new team will automatically remove them from their previous one.