Activating the "Teams" Feature for Your Account
What "Teams" Can Do for You and Your Team
The "Teams" feature in Candidately offers a range of benefits to enhance collaboration and productivity within your team:
Streamlined Collaboration: With shared access to lists, team members can work together seamlessly without the need for access requests.
Standardized Customization: You can also set default list appearance themes and email templates for each individual team to ensure a consistent and professional image throughout your communications. You can do this by navigating to Settings -> Teams and clicking the "Edit" button that shows up when you hover over the team's name.
Creating a new Team:
To create a new team, simply navigate to your Settings->Teams. Then click on the "Create new team" button that is in the middle or top right of the screen, as shown below.
Then, on the menu that comes up, you can enter the Team's name, select the default theme, and the email template.
Assigning your users to Teams:
Assigning users to teams is really easy! First, go to your Settings->Users. Now, you can click the "Edit" button next to the user's permission level. On the menu that comes up, you can then assign the user to a Primary team, and also add them to as many secondary teams as needed!