Updated 2 weeks ago by Copado Solutions


A team is a group of users that work together on the same project. You can set up different teams within your company and add team members as required. Below you will find the step-by-step process for creating teams and adding members to a team.

How to Create or Edit a Team

  1. Open the Teams tab. 
  2. Click on New Team.
  3. Write a Team Name and choose a Department.
  4. Optionally add a Vision and select the Active checkbox.
  5. Click on Save:

How to Add Members to a Team

  1. Open the team where you want to add a member.
  2. In the Team Member related list click on New Team Member.
  3. Select a Member with the lookup field.
  4. Assign a Role.
  5. Click on Save:

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