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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. You can do this by:

1. Heading to the Users & Teams tab

2. Click the Teams tab

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

3. Enter the name of your team, e.g. Sales

4. Select the permissions for the team

To find out more about the various permissions please see our help article on setting team permissions.

5. Click the Save Team button and you’re done!