Create and configure a team

OwnerOrganisation AdminTeam Admin⏱ About 10 minutes🔑 Organisation Admin

Create a team workspace with its own documents, branding, and access rules.

  1. Open Teams

    Open Organisation Settings and select Teams.

    Organisation Teams page Open team administration.

  2. Select Create team

    Select Create team.

    Create team dialog in eSignMor Start creating a team.

  3. Name the team

    Enter the team name and a unique team URL.

    Team name and URL fields Choose a descriptive team name and stable URL.

  4. Decide on inheritance

    Decide whether all organisation members inherit access to this team.

    Team member inheritance setting Use restricted access for confidential teams.

    Note: Use restricted access for confidential teams such as HR or Legal.

  5. Open Manage

    Create the team and open Manage.

    Result: The team configuration page opens.

  6. Review team settings

    Review General, Document, Branding, Email, Public Profile, Members, Groups, API Tokens, and Webhooks.

    Team settings navigation Review all team-level settings.

Need a hand? Email support@esignmor.com.