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How to create teams
How to create teams

How to set up teams

Updated over 4 months ago

Teams

  1. Click on your profile image up to the right

  2. Select Settings

  3. Select Teams under Entity settings

  4. Here you can start creating teams and managing existing teams.

How to create a team

  1. Click on Add team+

  2. Enter a name

  3. Click on Save

  4. Done!

Please note!

  • You can only create your teams in this setting, you cannot add users to teams here. The only thing you can edit in teams is the change of name, status (active/inactive), or delete the team.

  • To add and edit a user within a team this is done in Manage users in settings.

Related Articles
Entity settings (E-sign plan)
How to create and set up an Entity
How to add users and manage your teams
How to set up branding for your entity
How to set up Tags for your entity
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