Create a Team
- From the dashboard: for the selected room, click the corresponding actions menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
- Click Create New Team at the top right corner.
- Enter the Team Name and Abbreviation, then select the Type and Role.
- Click Create.
- 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 several places such as the Responsibility column, the Access column, Notes, Activity Report etc. A custom abbreviation is required. If no custom abbreviation is entered, the team will be abbreviated from the first five capital letters.
Ex: A team name is "New Team," therefore the team abbreviation shows up on the checklist as "NT".
Learn more about assigning Responsibility.
Learn more about managing Access.
Managing Team Members
Add / Invite Users
- From the Teams page in the selected Room, click Invite Users from the desired Team's card.
- Add the email addresses you want to add to the team. If you want to add more email addresses, use a comma to separate them.
- Check all the emails you've added - in case you need to edit, please remove it and add the correct email address again.
- Click Invite.
- The team's card will show the status for all invited members.
- If needed, you can Resend or Delete each individual invitation.
Remove Users
- From the Teams page, locate the Team and Member you want to remove and click the corresponding actions menu.
- Click Remove User.
Delete Invites
- From the Teams page, locate the Team and Member you want to remove and click the corresponding actions menu.
- Click Delete Invite.
Note: If you are not the Host of the Private Room you can only add people from your organization. If you wish to add a third party to the Room, please contact the Host.
Learn more about Private Rooms.
Assign the Admin role to the Team
Learn more about Roles and Permissions in ProDeal.
- From the dashboard: for the selected room, click the corresponding actions menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
- Click the corresponding actions menu on the far right side.
- Click Edit Team.
- Change the Team's role to Admin.
- Click SAVE.
An Admin Team can
- Customize the checklist items, such as adding new headings and line items.
- Rearrange the checklist items.
- Close line items.
- Mark documents as final.
- Delete documents
- 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.
- The Host Admin Team and Admin Team can upgrade and downgrade teams' permissions.
Pro Tip: You can copy members' work emails and invite/add the same users to a team in another room.
From the Actions menu for the desired team, select Copy Members' Work Emails.