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Creating a new Team

Overview: 

Creating a new team allows you to group users together for better organization and collaboration within the system. This helps streamline role management, improve coordination, and assign permissions more efficiently.
Follow these steps to create a new team: 
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: You will now be on the Users tab, which opens by default. Click on the Teams tab to access and manage the teams.

Step 4: You will now be on the Users tab, which opens by default. Click on the Teams tab to access and manage the teams.

Step 5: Click the + New Team button to create a new team.

Step 5: Click the + New Team button to create a new team.

Step 6: A pop-up will appear where you can enter the team name, upload a team icon, and choose the users to include in the team. Click the Save button when done.

Step 6: A pop-up will appear where you can enter the team name, upload a team icon, and choose the users to include in the team. Click the Save button when done.

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