How to create a new team and add members
There are multiple ways to create new teams within a Pitchly organization. Users with Admin-level permissions have the option to manage teams from the Admin home screen under the Users tab or the Workspaces tab. Additionally, a new team can be created directly within an open workspace.
Create a new team from the Users tab in the Admin home screen:
1. | Click the Users tab located in the top-left corner of the Admin home screen  |
2. | Click + Create Team |
3. | Enter a team name and description (optional)  |
4. | Click Create |
5. | Click + Invite to add members who have not yet been invited organization  |
6. | Enter the user’s details and click Invite  |
7. | To add existing users who already have access to the organization, toggle the switches next to the user account name  |
8. | Once complete, click Save |
Create a new team from the Workspaces tab in the Admin home screen:
1. | Click the Workspaces tab located in the top-left corner of the Admin home screen |
2. | Click the options icon, denoted by … to the right of the workspace name |
3. | Click Manage members  |
4. | Click the All teams tab on the left side of the Manage members window |
5. | Click + New Team  |
6. | Enter a team name and description (optional)  |
7. | Click Create |
8. | Click +Invite to add new users to the workspace team |
9. | Invite existing users by toggling the switches next to their names |
10. | Click Save |
Create a new team directly from within an open workspace:
1. | Open the desired workspace |
2. | In the top-right corner, click the Edit members icon under the workspace name  |
3. | Click the All teams tab on the left side of the Manage members window |
4. | Click + New Team  |
5. | Enter a team name and description (optional)  |
6. | Click Create |
7. | Click +Invite to add new users to the workspace team |
8. | Invite existing users by toggling the switches next to their names |
9. | Click Save |
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.