How do I create a team and invite team members?

  • Updated

You can now create teams and invite team members via the Teams or User tabs on the Teams & Users page. Here's how you get there:

Creating and Inviting team members from the Teams tab

  1.  Click the Team Settings link under the menu icon on the top-right corner of the app
  2. Locate the + Create button and click on Create Team
  3. Enter the Team Name and choose the appropriate Department, Funding Source, and Team Type from the pre-populated dropdowns mceclip3.png
  4. You can either Invite with email, Invite with link*, or add existing users via Manage Members mceclip4.png
  5. Once the team has been created, you can manage Team Settings by navigating to the Team and then clicking on the "..." menu, and then clicking on Team Settings


To grant specific permissions to users under this team, use the checkboxes displayed in Team Settings:


Creating and Inviting team members from the User tab

1. First, select the team you wish to invite users to or create a new team. You can choose from active teams or you can create a new team by clicking the 'Create New Team' button


2. Then, invite users via email addresses or alternatively generate a link to invite users in bulk


*Please note that if you're trying to invite a previously deleted user, you can only re-invite them by sending them an email invite. You cannot send them a generated invite link.

For more articles about the Teams and Users page, click here. If you have any additional questions, please reach out to our Support team using the chat widget on the bottom-right of any article!

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