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
Use this procedure to add a new team:
In the side menu, click Operations.
In the Customers section, click Teams & Companies.
Click Add team.
In the Name textbox, type a name for the team.
From the Location drop-down list, select a space if you manage more than one.
Click Save.
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
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.
Note: Both Individuals and Companies can be added to a team. Learn more about types of members in signing up a member or signing up a contact.
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.
You can also provide additional details about the members you are adding. Learn more about adding contact details here.
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