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Add Team Members

Once you have created a Team you are able to add team members so that other users will be able to access the team information.

Typically a team consists of a manager and their direct reports.

A team can also represent a project team where there is not a direct reporting relationship but there is a group of people who need to work together.

Adding members

Navigate to My teams / Team from the sidebar menu.

In the Members section click on the Add members button.

You will now see the dialog to add team members.

Add member dialog

At the top of the screen there is a section where you are able to enter the name or email address for a user. If the person has already been added to the workspace you can simply type a portion of their name and then pick them in the list below.

If you would like to add a person who is not already a user within the system you can add them using their email address.

Type their email address into the field.

Add members

The section below will show any existing matches for the email address as well as the value that you entered if they are not already a user.

Press Enter or click on the item to select them.

The top of the screen will now show the user you have selected.

Add members

At this point you can continue to add other people until you have completed the list of members that you would like to add.

When you are done, click on the Add button and they will be added to the team.

What happens when people are added to the team?

Users will receive an email message letting them know they have been added to the team.


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