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Create a New Team

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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 Members & Teams in the left-side column.

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2. Click on the Teams tab.

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3. Click on the Create a 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 dropdown menu.

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.

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

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

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