Creating and Managing a Team

Create a Team

1. 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.
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 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

1. From the Teams page in the selected Room, click Invite Users from the desired Team's card.
2. 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.
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 Invite.
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.

Delete Invites

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

1. 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.
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 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.
• 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.