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Create a new team on the Gift Platform

Written by Mathew Cropper
Updated this week

To create a new team in your account, you'll want to access User Management from the righthand navigation bar. This will be your go-to destination for managing users and teams. As a friendly reminder, you must be an Admin to be able to make edits in this space.

Begin by toggling to Teams in this section. There, you will see a +New Team button.

πŸ‘€ See Roles & Permissions Article to see a clear breakdown of what each role has access to.

You will first be asked to name the team. Then, you'll be able to invite users to the Team.

Each user will receive a welcome email with a prompt to confirm your account. This will take users to a set up page where they will create a password and then they are ready to gift!

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