Creating Teams

Clicking the Teams button on the dashboard takes you to the Teams page where you can create Teams, add or delete Team Members, and associate or un associate Folders with Teams.  On a new account, there will be a default team called Staff.

reating Teams of Members

Clicking on the team name Staff, opens the details of that team which for a new account looks like the following and shows no Members or Folders.  As Members and Folders are added to your account, they will show up on this page.

reating Teams of Members

For a company with multiple Teams and Team Members, opening Teams page looks like the following:

Clicking on the Delivery Driver Team shows the page below.  Notice that all members are shown on the page with only the ones checked are part of the Delivery Driver Team.  Also notice that all folder names are shown, with only the ones checked are associated with that team.  From this page, members can be added or deleted from teams by the checkbox.  Folders can be added or deleted by the checkbox.

If any changes have been made click the Save Changes button at the bottom of the page.
If a new Team is needed, click the Add Team button.
A new page will appear where the name can be added, members can be added with a check, and folders associated with the new team with a check.  If changes are made click the Save Changes button at the bottom of the page.