Creating Teams: Administrators can create new teams via the corresponding menu, name them individually, and color-code them.
Inviting Users: First name, last name, and email address are required when adding a new team member.
Permissions & Assignment: Administrators determine whether administrator rights are needed, select the permissions, and assign the member directly to a team. Basic permissions are pre-set. Details on individual permissions can be found in our Help Center.
Completion: After clicking “Invite User,” the person receives an email with a link to set their own password.