Creating a Team

Organise your Workspace group members into teams to ensure that client records are accessed only by authorised personnel.

To create a new team within your Workspace:

1. Select the Workspace menu in the side navigation menu
   
   
   
   
   

2. Click the Manage workspace access button
   
   
   

3. Click the Teams tab
   
   
   
   
   

4. Click the Add team button
   
   
   
   
   

5. Enter the team name
   
   
   

   
   
   

6. Add team members by entering their name or email address
   
   
   
   
   

7. Once the team has been created, you will see the banner notification confirming the team was created. The new team will be displayed in the team directory 
   
   
   
   
   

Note: Every user added to a Workspace must be assigned to a team.

Related Articles:

• Workspace team management
  
• Deleting a Team
• Changing a Team name
• Adding and removing team members
• Reassigning members to a new Team