After you have set up your room, add teams and team members that need to work in the room with you. 

Creating a new 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 Save
  5. If the Room has Checklist Management enabled, set checklist Access for the new Team: Select all, none or specific items and click Save.

Adding a new team member

  1. From the Teams page, 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 Invite. 
  5. Team's card will show the status for all invited members.
  6. If needed, you can Resend or Delete each individual invitation.

Editing an existing team

If you need to edit any team-related information:

  1. Navigate to the Teams page: 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. For the team, you want to edit, click the corresponding actions menu of the far right side.
  3. Click Edit Team.
  4. Edit Team Name, Abbreviation, Type, and Role.
  5. Click SAVE.

Managing team's access

If you need to change a Team's Access permissions:

  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. From the Teams page, click MANAGE ACCESS button.
  3. Set access by selecting All, None or check the specific items you want the team to have access to.
  4. Click SAVE.

Notes: 

  • The Host Admin team is the creator of the room which means they are the only team who can manage other teams and users outside of their own team.
  • Any non-restricted team user in the room can invite new team members to their own team. 

Related Articles

Learn more about team roles and permissions on ProDeal

Learn more about creating and managing a team

Room and checklist ready? Teams added? Next, learn how to share, collaborate and work together in the room. 

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