Learn how to add a new Team to your Chekhub account
You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow- To create a Team, start from the Teams page in the navigation dashboard on the left side of your screen.
- Once on the Teams page, click on the button on the left next to All Teams that is +Team
- There are three options when selecting a team type:
- Standard Team: This will be the default team type for your direct employees.
- Vendor Team: This will be the team type for any external vendors that do work for you.
- Customer Team: This will be the team type for any customers external to your Organization.
- Enter a name for the Team that you are adding.
- Select the parent for the Team to choose where it is nested.
- You can add things such as an address or phone number as additional properties
- Click the Checkmark to save your changes
- You have now added a new Team to your Organization