Add a Team

1. Navigate to the teams section from the sidebar#

2. Click on Add Team#

3. Type a name for your team here#

4. Click on Create Team#

5. A default project is automatically created within your team#

6. You can create a new assistant within your project by clicking on “Add Assistant”#

7. Click on Add Assistant#

8. The Assistant Creation Page Will Open to Set Up Your New Assistant#

Add Users in a Team#

1. Open your team by clicking on it#

2. A modal will open displaying your team details, including its projects, members, and other related details.#

3. Open the “Select Users to Add” dropdown to add members to your team#

4. Search for a user by their email and click “Add”#

5. Here you can view all the members added to your team#

6. New members are assigned the Viewer role by default, but you can change their role to either Owner or Viewer#

Add Projects in a Team#

1. Go to your team and open the Projects section#

2. Here you can view all your team’s projects, click “Add Project” to create a new one#

3. Enter a project name and click “Create” to proceed#

4. Click on “View Assistants” to see all assistants under your team#

5. Here you can view assistants of each project in your team separately#

6. Use this dropdown to switch between projects and view assistants of the selected one#