Congratulations! You’re almost finished with setting up your Capptions account. It’s time to create a team. To be able to use your workflow, it’s necessary to create a team, so you can attach them to your flow. Let’s go!
Before we get started
Take note
- You can only create a team if you are an "owner" or "admin" of the organization.
- You can only create a team via the web portal.
- Your organization needs multiple members, to be able to add members to your team.
Creating a team
1) Are you in the correct organization? Great. Go to ‘settings’ → ‘teams’.
2) On the right you’ll find a button with ‘Create Team.’ We recommend giving your team a company, business or team related name. After this, check the ‘add me as first team member’ box and click ‘submit.’
3) After this, it gets even easier. Add team members to the team by clicking on ‘add user to team’ and select your preferred user(s).