Create and configure a team
Create a team workspace with its own documents, branding, and access rules.
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Open Teams
Open Organisation Settings and select Teams.
Open team administration. -
Select Create team
Select Create team.
Start creating a team. -
Name the team
Enter the team name and a unique team URL.
Choose a descriptive team name and stable URL. -
Decide on inheritance
Decide whether all organisation members inherit access to this team.
Use restricted access for confidential teams.Note: Use restricted access for confidential teams such as HR or Legal.
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Open Manage
Create the team and open Manage.
Result: The team configuration page opens.
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Review team settings
Review General, Document, Branding, Email, Public Profile, Members, Groups, API Tokens, and Webhooks.
Review all team-level settings.
Need a hand? Email support@esignmor.com.