How to Add and Manage Multiple Teams in Your Account

01:01 mins
S

SendWorks

Updated on Nov 28, 2024

How to Add and Remove Teams in Your Account

This tutorial will guide you through the process of adding and removing teams in your account.

Step-by-Step Guide

  1. Access Settings:
    • On the dashboard, click on the profile icon located at the top right of the navigation bar.
    • Select Settings from the dropdown menu.
  2. Navigate to Teams Tab:
    • If you are the owner or an admin of a team, you will have access to the Teams tab in the settings.
    • Click on the Teams tab to view all the teams you are a part of.
  3. Add a New Team:
    • Click on Add Team.
    • Enter the name of the new team.
    • Click on Create to add the new team.
  4. Switch Teams:
    • Click on the profile icon again.
    • Select Switch Team to switch to the newly created team.
  5. Delete an Existing Team:
    • Click on the profile icon and then on Switch Team.
    • Find the team you wish to delete and click on the three dots next to the team name.
    • Select the option to Delete Team.

That's it, folks! Thanks for watching.