In Engage, you have the ability to create and manage teams within your account. Teams can be useful for multiple reasons, such as displaying team members on your proposals and granting access to edit and view proposals.
To get started, follow these steps:
Click on the Account Admin option located at the bottom of the page.
Once in the Account Admin section, select the Teams tab.
On the Teams page, you will see a list of teams already created in your account.
To create a new team, click on the Create button.
Provide a suitable title for your team. For example, you can use the name of your office. Once you've entered the title, click Save.
To add members to your team, start by clicking on the Add users button. You can add multiple members to the team.
After adding the desired team members, click Save to finalise the team creation.
Now that you have created a team, you can use it in your proposals. When creating or editing a proposal, you will have the option to select the team you created. This will display all the team members on the proposal and grant them instant access to edit and view the proposal.
Jump into the video below to see how to manage and create teams in your Engage Account.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.