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How to Add New Users to an Existing Team

Ray avatar
Written by Ray
Updated over a week ago

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

Navigate to the Teams Page

  • Click on the Settings module in the navigation bar.

  • Select the Teams tab.

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

Locate the 'Add Users' Button

  • Click the Add Users button in the upper right corner of the screen.​

Select Users

  • From the list of available users, check the box next to the names of the users you want to add.​

Save Changes

  • Click Save to add the selected users to the team.​

Additional Information

  • No User Limit: There is no restriction on the number of users you can add to a team.​

  • 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 'Teams' 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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