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Add an existing teammate to a team ​

Teams · 30 seconds · Admin

The teammate is listed in the selected team.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it ​

  1. As an admin, open Team & access and find the team.
  2. Open Team actions, then Manage members.
  3. Select an existing active teammate in Users and choose Add members.
  4. Check the member list. Team membership and the teammate’s workspace role are separate.

Transcript ​

Group existing teammates into the team they work with. As an admin, open Team and access and choose the team. Open Manage members, select the teammate you want to add, and confirm. Check their name in the member list. Team membership groups their work; their workspace role is shown separately.

Files ​