How do I assign a user to a team?

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

By default, all users will be added to a team called ‘General’ which has all permissions enabled. In some instances,¬†you’ll want to make sure that the rest of your users don’t have access to, say, documents and templates produced by the HR department.

When adding a new user, just select the appropriate team from the drop down menu. If assigning an existing user to a new team, just:

1. Head to the ‘Users’ tab

2. Click ‘Update’ next to the relevant user

3. Select the team you’d like to assign the user to from the dropdown menu