Articles in this section

Create a New Team

  • Updated
  • ~ minute read

What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Admin
  • Permissions: Teams
  • Licenses: Any

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

Best Practice: One powerful way to utilize teams is to set folder permissions (and more, as functionality grows) for different teams. 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 a New Team

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

2023-10-04_09-32-16.png

2. Click on the Teams tab.

2023-10-04_09-34-50.png

3. Click on the Create team button.

2023-10-04_09-36-14.png

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

2023-10-04_09-37-33.png

5. Click on the Select team members field.

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

  • You can search for team members using the provided search box.
  • Selected team members are indicated with a green checkbox.

2023-10-04_09-39-55.png

7. Click Done to close the team member selection dropdown.

2023-10-04_09-39-55.png

8. Enter a Team description and Select a color for the team.

2023-10-04_09-42-30.png

9. Click Create team to add all selected team members to the new team.

2023-10-04_09-42-30.png