Creating a team

Creating a team will allow you to start collaborating on clients more easily, and serve as a way to centralize billing.

  1. Open the profile menu in the upper right
  2. Click + Add a Team
  3. Type in the team name and select a color for the team badge
  4. Click Save
  5. Decide whether you want to stay on the current team or business, or switch to the new one
  6. You will be shown the team settings page to either start inviting members or edit settings
  7. Close out the team settings page when you are finished