Manage Teams

Teams allow you to create groups for your users. You can restrict access of contacts and meetings to team members by editing a user's role above.

You can create Teams for your account as follows:

  1. Select the "Admin" tab in the left navigation menu
  2. Locate the "Manage Users" section in admin screen (second block from the left)
  3. Click on the "Manage Teams" link in this section
  4. You will see an orange button labeled "Add New Team".  Select this and begin creating your new team.

Still need help? Contact Us Contact Us