💡 We have a New Navigation Layout available in the BETA program. If you already have the new navigation enabled, some of the screenshots in this article may appear differently.
We'll update the screenshots once the new navigation is fully released.
What's new in the new navigation? Check out this article 📖
Want to try new navigation? Let us know via in-app chat ☎️
To add people to a Team, you will first need to set up teams via Settings - Teams:
💡 Due to security reasons, only Admins can manage teams (add and remove members, create and delete teams).
Creating Teams and Adding Members
To create a team, select +Create team and give it a name:
To add members to a team, click on a team and select +Add member
To see the list of teams to which a person is added, click on the following icon in the person overview:
Sharing options
At the moment, only sharing Dashboards with a Team is supported, which is a Premium feature.
With future updates, Sharing options will be added to projects and other objects in the app:
A Dashboard, in this example, can be shared with a person or a Team:
After selecting the Team, you will need to select a permission level for that team:
Using Teams as Field and Filter
Teams can also be used as a field in the Contacts overview, both in the main Contacts module or via Settings - Users:
Additionally, Teams are available as a filter in Scheduling and Insights (where applicable):
