Set up a team

Invite members, set roles and seats, and group people into teams to control who sees what.

1Manage your whole workspace in one place — members, seats, roles, and pending invitations, with quick filters.
Manage your whole workspace in one place — members, seats, roles, and pending invitations, with quick filters.
2Invite teammates in bulk by uploading a CSV of email addresses — set their default role, preview, then send.
Invite teammates in bulk by uploading a CSV of email addresses — set their default role, preview, then send.
3Group members into custom teams to scope which documents, templates, and contacts each group can see.
Group members into custom teams to scope which documents, templates, and contacts each group can see.

Need a hand? Contact us

Set up a team — Help