How to add users to a team
This article will show you how to add users to teams
Before we get started
Why add users to teams?
Workflows are assigned to specific groups who are responsible for making sure they are completed. For users to access these tasks, they must belong to a team that has the workflow assigned to it.
Take note
- You can only add users to teams via the web portal.
- Each member must be a part of a team to be assigned a task.
- By default, every member of your organization will join the "All members" team.
Add user to a Team
Step 1: Log in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select your organization.
Step 3: Click on Teams
From the sidebar, go to the Teams section located under the Settings tab.
Step 4: Click on Settings
Next to each team, you will find a settings button. Click on it
Step 5: Click Add user to team
Step 6: Select user from the list of users in your organisation or invite a new user to join your organization
And that's how easy it is!
We hope this article is helpful in adding users to teams. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!