How to Create a Team

Only Organization Administrator can create or edit Teams – this includes adding/editing members, naming/renaming the Team, and setting the Team’s privacy level.

Teams are set by default to be Private for the Organization. This means that all Projects, Meetings, Action Items etc, in that Team can only be viewed by the Team Members.

Creating a Team

Open your Organization and Team side panel by clicking the right-facing chevron (arrow) next to your Organization’s name. This will open the panel. Find and click the, “Create new meeting” button under your Organization name. Fill in the lightbox with a:

  • Team Name
  • Choose your Team members
  • Assign Team Admins by clicking the cog next to those users (you can also demote members this way)
  • Pick a security level
  • Click Save