How to add a new Team?

To add new Teams in your account:

  1. Head over to your Company Settings (top right gear icon ⚙️)
  2. Locate the Teams subtab.
  3. Click the +Add Team button.
    1. Give your new team a name and press Enter to save it.
    2. On the right side of the screen you'll find a dropdown where all your company users will be listed. Choose all the team members you'd like to assign to the team by clicking on their names and they'll be saved automatically.

If you want, you can also give your team a Purchasing Role. For more on this, please check this article.

Please note that a user can belong to one team at a time. You'll be notified and asked for confirmation about switching users if they belong to an existing team already. You can see what team a user belongs to from the user selection dropdown list.


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