To start, your company will have one default team that is assigned to one default template.
Any users you add or invite will be automatically added to this default team unless you select a different one during the user onboarding process.
If everyone in your company will be using the same template design, then you should be good to go with this basic setup!
Otherwise, if you plan to use multiple template designs for different groups, regions, branches or professional roles within your company, organizing your users into teams makes it easy to determine which users will be assigned to which card design.
Here's how to create additional teams and assign them to templates:
You can create a new team by clicking “+ Create new Team” near the top-right corner of the Teams tab on the Users page.
You can rename or remove existing teams by clicking “More” and taking the desired action.
Once you’ve created a new team, all that’s left to do is “Add users” to your new team, and then determine which template that team should be assigned to.
To assign a design template to a team:
- Click "View assigned template" to be directed to the Templates page.
- Click the vertical "..." on a given template for more options. You can also rename, clone, archive or edit an existing template using this menu.
- Click "Manage teams," then use checkboxes to assign any existing teams to the selected template.
And that's it! Now, if you want to change a digital card design for a whole team, all you need to do is edit and update the template that team is assigned to.