4 Min read
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Last update
May 28, 2024
With Small Business Pro, members can create and manage ‘teams’, an area which gives your employees access to the platform to help with the smooth running of your business.
In this area, you can add a number of different teams and members, as well as manage their roles and permissions, ensuring the right people have access to the right functions.
Here, we’ll help you create and manage your teams in Small Business Pro, including creating a team from scratch and changing members’ roles and permissions.
On the left-hand side of your dashboard, you'll find the side navigation menu. Here, look for the Settings option—you need to expand this section by clicking on it or an adjacent icon.
Within the expanded Settings menu, you'll see the Teams option. Click on it to access the Teams area, where you can manage and collaborate with your team members.
Follow the steps in the ‘Navigating to the Teams screen’ section. Then, you should find yourself on the Teams page.
This is where you can view all the teams, you’re a part of or have created within your space.
Simply click on the Create new team button. This will open a panel from the right side of your screen.
In the panel you'll find a text field. Here, type in your desired team name.
After entering your team's name, click Save.
Click on Add Team Member. You'll be presented with a text field where you can either add existing members or create new ones by filling out a simple form.
When you arrive on the Teams page, you'll see a list of all your existing teams. Each team is ready for new members and new collaborations.
Locate the team to which you want to add members, then, in the top bar, locate and click on the Add Team Member button.
A panel will appear from the side, offering you the choice to either select an existing team member or create a new one.
Fill in the necessary details for your new or existing team member. Then, once you're happy, hit the Save button found in the panel's footer to confirm your addition.
Upon saving, you'll be greeted with a ‘Success’ notification, confirming your team has grown.
Here, you have two choices: close the panel to finalise your action or click on Add More Team Members if you're looking to add more members.
After a team member has been added and their initial role set, you might need to adjust their permissions or role if their position in the company changes.
This flexibility ensures your team can evolve with your project's needs.
To make changes to a team member’s permissions, either click on their name or the edit icon in their row on the team list. This action will trigger a side panel to slide out, here you can make adjustments.
First, you’ll need to click on the team member’s name or the edit icon in their row on the team list. This action triggers a side panel to slide out.
Within that same panel locate and select the Role dropdown menu. Then, from the range of permissions that appear you can choose the option that best suits their new responsibilities.
To learn more about editing roles and permissions, check out this article.
After you’ve selected a member’s new role or permissions, confirm your decision by clicking Save at the bottom of the panel.
A ‘Success’ message will appear to confirm the update.
