Explore Teams & Roles
10 articles
Invite Team Members to Canopy
Assign Access and Permissions
Customize Access and Permissions
How do Roles work in Canopy (and how they assign work on tasks)?
Create Teams
Edit and Delete Teams
Remove Clients From Team Members and Teams
Assign Team Members and Teams to a Client
Assign Team Members and Teams to Multiple Clients
Manage Assignments From the Client List