After you have set up your room, now it's time to add teams and users to those teams.
Users added to teams will inherit the team's role as well as assign access to documents.
Creating a new team
Important: You can create teams in templates and preassign team roles and access to folders. This will save you from having to create new teams each time you create a room.
To create a new team, click "Teams" on the left side bar of any room.
Note: If you don't see the side bar, it might be minimized. Click the From the Teams page, click the three-line icon on the top left corner of the screen to expand it.
Once you're on the Teams page, click "Create team" on the top right corner.
Give the team a name, abbreviation (the abbreviation will show on the checklist as well as in exports) and team type.
You will add users to the team in the box beneath "Invite users." Note that you can paste a list of users into this box to bulk add.
Next, select the appropriate team role and then select "Create team."
Add users to a team
To see which users are on a team, click the name of the team to expand it.
To add more users to the team, click "Invite users" and add emails into the text box. Then click "Send invites."
You can always remove a user, remove an invite or resend an accepted invite by side-scrolling to the right of the user's email all the way until you see a three dot menu. Click it to access those options.
Managing team's access
Once you create a team, ProDeal will prompt you to edit the Team's access permissions. You can always edit these access permissions even after you create the team, add users, or add items to the checklist.
To manage access, use the bulk select boxes to choose what you want that team to see. You can also use the "Select all" or "Select none" options at the top of the pop up.
For more information on managing access (including how to do this upon upload and directly from the checklist, click here).
Editing an existing team
To edit a team's name, abbreviation, type or role, click the "More" menu on the right side of the team. From this menu you can also bulk copy the email addresses of all team members or delete the team. If you want to delete a team, you need to remove all users first.
Quick access to teams
You can always access a room's Team's page from your ProDeal dashboard.
Find the room whose team's page you want to access and click the three-dot menu on the right side of the dashboard.
This will quickly bring you to the team's page to make any changes.
There can exist only one Host team which is the room creator.
Any non-restricted team user in the room can invite new team members to their own team.