Create Teams
Updated over a week ago

What's in this Article

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.

2024-05-08_09-48-52.jpg

2. Click on the Teams tab.

2023-06-12_20-36-37.png

3. Click on the Create team button.

2023-06-12_20-37-56.png

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

2023-06-12_20-39-48.png

5. Click on the Select team members search bar.

2023-06-12_20-41-24.png

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

Selected team members are indicated with a green checkbox.

2023-06-12_20-42-32.png

7. Click Done to close the team member selection.

2023-06-12_20-44-06.png

8. Add a Team description if needed.

2023-06-12_20-45-49.png

9. Select a color for the team.

2023-06-12_20-47-22.png

10. Click Create team.

2023-06-12_20-49-45.png
Did this answer your question?