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Creating your team in Teaming
Creating your team in Teaming

Getting your team up and running in Teaming is quick and simple.

Stephen Franklin avatar
Written by Stephen Franklin
Updated over 2 years ago


1. Click on My Teams to view a list of your current teams.


2. Click on the New Team button

This button is located at the top right of this screen. This will open the New Team dialog where you will set up your team and invite additional team members.


3. Give your new team a name

In this example, we have named our new team "Sales Team".

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4. Next, invite your team members to this team.

Enter the email address of each team member and hit return⮐ or click the Add button to add them to the list. Continue adding team members until your team has been invited.

Note: As the creator of the team, you will automatically be added to the team in the Lead role.


5. Once you have invited your entire team, click the Create Team button to finalize your new team!

Congrats! 🎉 You're ready to start leading your team to be the best they can be!

Note: Any invited team member that is already signed up for Teaming will automatically join the team. Team members that haven't signed up for Teaming will be sent an invitation email with a link to sign up and join the team.


6. If you ever need to check the status of team members, resend an invitation, rename your team, or add/remove team members, open your team and click the Settings tab.


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