Who can do this: Owners and Admins. We turn on Teams for your company first.
Product: Client Portal · Where: Settings → Teams
Teams group your users and give each group its own defaults for new lists: branding, candidate appearance, email template and currency. Users also see the lists of colleagues in their teams. Ask us in the chat to turn on Teams for your company.
How do I turn on Teams?
Ask us in the chat. We turn it on for your company. Teams then shows in Settings. Once you've created a team, an Edit teams button shows for each user in Settings → Users.
What does a team set?
Each team has a name and these defaults:
Default banding: the branding of a new list
Default email template: the template loaded when you share a list with a client. You can still edit it before you send.
Default candidate appearance: the candidate appearance of a new list
Default currency: the currency of a new list
The defaults apply to new lists created by users whose primary team it is.
The team defaults
The edit panel shows each default the team sets for new lists.
How do I create a team?
Go to Settings → Teams.
Click Create new team at the top right. If you have no teams yet, the button also shows in the middle of the page.
Enter the Team name.
Select the defaults for the team.
Click Create team.
You see "Team successfully saved", and the team shows in the list.
How do I add users to a team?
Go to Settings → Users.
Click Edit teams on the user's row.
Under Primary team, select the user's main team. Its defaults are used when the user creates a new list.
Under Access to additional teams, select any other teams the user belongs to.
Click Save.
To see who is in a team, click the number of users next to the team in Settings → Teams. Click Remove to take a user out of the team.
How do I change or delete a team?
In Settings → Teams, hover over the team and click Edit.
Change the name or the defaults, then click Update team.
To delete the team, click Delete and confirm.
New defaults apply to lists created after the change.
Which lists do team members see?
Members see the lists they're assigned to, plus the lists owned by colleagues whose primary team is one of their teams. They don't need to request access to those lists.
Owners and Admins see all lists in your company, with or without teams.
Common questions
Why don't I see Teams in Settings?
Teams isn't turned on for your company yet, or you're a Member. Only Owners and Admins can open Settings → Teams. Ask us in the chat to turn it on.
Can a user be in more than one team?
Yes. Each user has one primary team and can have access to as many additional teams as you need.
Pro tip: Set each user's primary team to the team they recruit for most. Their new lists then start with that team's branding, candidate appearance and email template.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.