How to create a team workspace and how to add a member(s) to a workspace

How to create a team workspace and how to add a member(s) to a workspace

Overview

A Team is your workspace, which you can share with others. Depending on the structure of your organization, you can create as many teams as you like. You can, for example, build teams based on departments, such as a Sales team, a Support team, and an Engineering team.

You can drive better customer communication experiences after you've created or added team members to your team on Simpu.

Create a Workspace


Step 1


Click on the profile icon in the top right corner of your dashboard, Select Account Settings.


Step 2

Click the Create Team button and type out the team's name, then pick any color from the list that suits your team. (the team will be created automatically)



Step 3

Select the Team, and click the name of an existing teammate you’d like to add to the Workspace.

Step 4

Click on the Add to Team.

Now that you’ve created your Workspace and added teammates to it, it’s time to add a shared inbox.


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