Creating teams within PlanitEasy can be useful because that allows all members of this team to view and share everything within the team. You will have viewing access to each others clients, trips, forms and tasks.
*NOTE* This feature can only be used by the companies' main account user.
In order to set up your team in PlanitEasy, please follow the below steps:
1. Go to your 'my account' page accessed from your profile picture in the dashboard.
2. Scroll down on the left and click on 'Teams'.
3. Click on the pink button all the way to the right that says '+ New Team' and a pop up will appear showing your whole team and a field for you to add the team name.
4. Once you have added your team name and check marked the members of this team, press save and that will close the popup showing you the newly created team.
