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Create and Manage Teams

Teams let you organize users by region, ownership, or workflow, and give reporting and access control more structure. Only admins can create and manage teams.

👉 Create a team

  1. Go to More → Settings → Users & Teams and open the Teams tab.

  2. Click Create Team, enter a Team Name, and click Create Team again to confirm.

👉 Add or remove members

  1. Open the team, then click Add Members. Search your active teammates, select them and click Confirm.

  2. To remove someone, click the remove icon next to their name and confirm.

📌 Removing a member only takes them off the team. They remain active under the Users tab.

📌 Users & Teams depends on your plan. If you see an upgrade badge next to it in Settings, your plan doesn't include it.

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