How do I create a team?

Please note: Our Teams & Permissions features are available only on our Medium, Large, Corporate or Custom plans.

To begin managing your users and assigning them to teams, you first need to create one.

Step 1

Head to the 'Users & Teams' tab

Step 2

Click the 'Teams' tab

Step 3

Click the 'Create Team' button in the right hand side of the screen.

Step 4

Enter a name for your team, e.g. Sales

Step 5

Invite members to the team using the dropdown under 'Invite members to this team' to select team members.

Step 6

Click the 'Save Team' button and you’re done!