Setting Up Users and Teams

Let's get your colleagues onto the platform! 

Adding a user

Users have the ability to login to the platform, create tasks and complete them. Only the Account Owner may invite other users to the platform. This is the only privilege that an owner has over other user-types.

  1. As the Account Owner, to add a user go to the "Settings" page.

  2. Within the Settings page, go to "Users".

  3. Use the "Add Users" field to invite users via email.

Adding Users to a Team

A team is a group of users useful for delegating responsibilities within workflows. There is no restrictions with regards to how many users can be added to a team or which users are added to a team. Any user can edit/delete team settings. We recommend keeping a practical limit of 10 teams.

  1. Within the "Settings" page, go to the "Teams" page.

  2. Within the "Teams" page, go to the "Create New Team" button.

  3. Within the pop-up modal, type in the name of the team and insert a check next to which user you wish to be in the team.

  4. Hit "Create Team" and this latest team will be available to you.

 

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