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Create Teams
Updated over a week ago

Team members can be assigned to specific teams, with different access and permissions in Canopy.

Best Practice: When you onboard new team members, you can add them to a specific team and have all of the team's permissions immediately apply to the new team member. No more sharing each file and folder with new team members one file at a time.

Create Teams

1. Go to your Settings in Canopy and click on the Team Organization in the left-side column.

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2. Click on the Teams tab.

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3. Click on the Create team button.

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4. Enter a Team name in the provided text box.

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5. Click on the Select team members search bar.

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6. Click on each team member you want to add to the new team.

Selected team members are indicated with a green checkbox.

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7. Click Done to close the team member selection.

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8. Add a Team description if needed.

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9. Select a color for the team.

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10. Click Create team.

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