Adding a team

How to setup a new team or company.

You can ask Monika how to add a team, how to add new customers to a team, and how to add exiting customers to a team‚Äč

Use this procedure to add a new team:

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Teams & Companies.

  4. Click Add team.

  5. In the Name textbox, type a name for the team.

  6. From the Location drop-down list, select a space if you manage more than one.

  7. Click Save.

Adding a team

Learn about other details you can configure for a team here.

Adding customers to the team

When you added a new team, you can than access it to add team members.

To add a member to a team

  • If the side menu is not visible, click .

  • In the side menu, click Operations.

  • In the Customers section, click Teams & Companies.

  • Click a team to add a member to.

  • In the Team members section, click Add team members.

  • Select the Add more than one customer checkbox if you want to add more than one member at a time.

  • In the Full name textbox, type the member's name.

  • In the Email textbox, type the email address of the member.

  • Optional: From the Plan drop-down list, select a plan for the member .

  • Optional: Set Send a welcome message to each customer with their access details if you want to send welcome notifications.

  • Click Save.

Adding new customers to a team

You can also provide additional details about the members you are adding. Learn more about adding contact details here.