Creating and Managing a Team

Create a Team

1. From the dashboard: for the selected room, click corresponding actions menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
2. Click Create New Team at the top right corner. 
3. Enter the Team Name and Abbreviation, then select the Type and Role.
4. Click Create. 
5. If the Room has Checklist Management enabled, set Checklist Access for the new Team: Select all, none or specific items, and click Save.

Why should I enter a Team Abbreviation?

The team abbreviation shows up in the Responsibility column on the checklist. If no custom abbreviation is entered, the team will be abbreviated by its Type.
Ex: The Type is Lender, therefore the team abbreviation show up on the checklist as "L" for Lender.

Learn more about assigning Responsibility.

Managing Team Members

Add / Invite Users

1. From the Teams page in the selected Room, click Invite Users from the desired Team's card.
2. One by one, add the email addresses you want to add to the team.
3. Check all the emails you've added - in case you need to edit, please remove it and add the correct email address again.
4. Click Send Invites.
5. The team's card will show the status for all invited members.
6. If needed, you can Resend or Delete each individual invitation.

Remove Users

1. From the Teams page, locate the Team and Member you want to remove, and click the corresponding actions menu.
2. Click Remove User.

Note: If you are not the Host of the Room you can only add people from your organization. If you wish to add a third party to the Room, please contact the Host.

Assign the Admin role to the Team

Learn more about Roles and Permissions in ProDeal.

1. From the dashboard: for the selected room, click corresponding actions menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
2. Click the corresponding actions menu on the far right side.
3. Click Edit Team.
4. Change the Team's role to Admin.
5. Click SAVE.

An Admin Team can

1. Customize the checklist items, such as adding new headings and line items. 
2. Rearrange the checklist items.
3. Close line items. 
4. Mark documents as final.  
5. Delete Draft documents
6. Manage Access, Responsibility and Due Date for checklist items

Notes:

• The Host Admin Team is the only team that can give administrative privileges to other Teams.
• If you were invited to the room and you want to invite another organization, contact someone from the Host Admin team.