Adding Users to Teams

How to add your Users to teams

You can add multiple Users to a Team from the Team Record.

Search for and open the relevant Team Record. Click the + icon on the Users dock on the right-hand side (1).

In the Assign screen, search (2) for the Users you want to give access to the Team. Once you are satisfied with your search results, assign the results (3).

A pop-up will request a Team Role for these Users. Select a Team Role (4) and click Save (5).