Creating a team in SaucedIt groups employees together on the platform, building a structure that reflects how the business operates. Teams act as defined units for communication, making it possible to send messages to all members at once and keep them updated. Standing documents can also be uploaded to a team so reference material is stored alongside the members. This guide explains how to create teams and add members.
Quick Guide
Creating Teams and Adding Members
From the Dashboard, click on the cog at the top right.
Click on Account Settings.
Scroll down to Teams.
To the right, click on Add/Edit.
Enter the team name in the box.
Click SAVE.
Scroll to Upload Team Members / Documents.
Click on the All Teams box.
Select the team.
Scroll down to the list of current employees.
Tick the box to the right of an employee to add them to this team.
Their name will move from the available employees to the List of Team Members directly above.
Repeat this step until all relevant team members are added.
The team is now established. From here, you can add or remove team members at any time.
With the team established, you can now message them as a group through the team chat widget, marked by the message icon in the bottom right.