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Creating and Managing Teams

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"Team" is a shared workspace where you can invite and work with multiple stakeholders as part of an Organization. You can create unlimited teams and unlimited projects under within team which are accessible to all team members from the projects tab. You can also share a centralized library of materials, furniture, doors & windows and control permissions for all the members of the team.

Note: Upgrade to 'Organization' to access Teams visit Managing Licenses & Billing to learn more.

Creating a team

Step 1: Click on the plus sign next to the organization name.

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Step 2: Enter your team's name and click 'Create'.

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Step 3: Add team members by entering their email addresses. If you prefer, skip this step and add members later.

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After creating your team, it's accessible on the right side along with respective templates, libraries, and other team settings.

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Manage your team

Rename the team, add new members, customize roles, leave the team or delete it using the dropdown menu next to the team name.

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Note: If the only admin of the team wants to "Leave Team", they will first have to assign another team member as the admin.

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Adding Team Members

Step 1: Open the 'Settings' of the respective Team

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Step 2: To add new members, go to 'Team Members' from the dropdown beside the team name or from the settings option. Click on 'Add Team Member' and enter the email addresses of the new members. Separate multiple email addresses with a comma.

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Note: The team members you add should be part of the organization and have member or admin access within the organization.

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Step 3: Once a team member is added, change their permissions using the dropdown menu. Use the drop-down to 'Remove' Team members as well.

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Note: Learn about role customization in the Permission Settings article.

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