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Adding New Users to an Existing Team
Adding New Users to an Existing Team
Atharva Joshi avatar
Written by Atharva Joshi
Updated over a week ago

Adding New Users to an Existing Team

You can add new users to an existing team at any time without any restrictions on the total number of users in a team. Follow these steps to add users to an existing team.

Step 1: Access the Team

Select the Team:

  1. Go to Teams Page: Navigate to the 'Teams' page by clicking on the 'Settings' module in the navigation bar and then selecting the 'Teams' tab.

  2. Choose the Team: Click on the name of the team to which you want to add new users.

Step 2: Add Users to the Team

Add Users:

  1. Locate the 'Add Users' Button: Click the 'Add Users' button in the upper right corner of the screen.

2. Select Users: From the list of available users, check the box next to the names of the users you want to add.

3. Save Changes: Click 'Save' to add the selected users to the team.

Additional Information

  • No User Limit: The total number of users you can add to a team is not restricted. You can add as many users as needed.

  • Multiple Team Membership: A single user can be added to multiple teams. The number of teams a user is tagged in is indicated under the 'Team's' column in the Sales Config.

By following these steps, you can efficiently add new users to existing teams as needed, ensuring flexibility and scalability in team management.

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