👋 Hey there! ☁️✨
Excited to start building your team on the platform? Let's make it a breeze with this step-by-step guide! Follow along, and you'll have your team set up in no time. 😊🚀
1️⃣ Creating Your First Team
- When you first register on the platform, you automatically create your initial team. Its name? The company name you entered during registration. Simple, right?
2️⃣ Adding a New Team Later? Here's How:
-
Step 1: Begin by clicking on 'Settings' located in the upper right corner of your screen. Look for the gear icon! ⚙️
-
Step 2: In the settings menu, select the 'Create team' option. 🆕👥
-
Step 3: Enter a name for your new team and click 'Create team'. Just like that, your team is ready! 🎉
3️⃣ Navigating Your New Platform View
- Team Overview: On the left side of your screen, you'll see a list of all your teams, including those you've been assigned to. 📋
-
Seats Overview: On the right, you'll find information about the seats in each team. Just select a team to view its details. 🪑
4️⃣ Adding Seats to Your Team
- To expand your team, click on the team's name, then select 'Add seats'. It's that easy to grow your team's capacity! 🌱➕
🙌 We hope you find this guide super helpful in setting up and managing your teams on Simply-B2B. Dive in and enjoy the journey of building a strong and efficient team!
Happy team-building! ✈️🌟👥
Comments
0 comments
Please sign in to leave a comment.