How to Create and Manage Teams

This guide will help you create and manage separate workspaces for different teams in Signify. You can assign roles and permissions to team members, allowing them to work with their own documents and processes.

1. Where Can I Find Team Settings in Signify?

• Go to Settings
• From the left-hand menu, select Teams

2. How to Create a New Team

• On the Teams management page, click + Team

• Enter the team name (for example, "Legal Department" or "HR Team"), select the team members, and click Save

3. What Can I Use Teams For?

The Teams feature helps you organize your company's documents and workflows:

• Separate Workspaces: Each team has its own documents and resources, which users can access based on their assigned roles.
• Collaboration: Team members can share and use templates, forms, and contacts according to their permissions.
• Organized Documents: Dedicated folders for each team make it easier to store, find, and manage documents.
• Access Management: You can assign different roles and permissions to the same user across multiple teams.

4. How to Manage Team Members

Administrators and Team Managers can manage team members and their roles based on their permissions.

For Administrators

Administrators can manage members and their roles across all company teams.

1. Go to Settings → Teams

2. Click the edit icon next to the team you want to manage

   

3. In the window that opens, you can:
   • Add a user – Search for a user by name or email address and add them to the team
   • Change a user's role – Select the desired role from the dropdown menu next to each user

   • Remove a user from the team – Click the delete icon next to the user

     

4. Click Save to apply the changes

For Team Managers

Team Managers can manage members and their roles within the teams they manage.

1. Navigate to the desired team's workspace
2. Go to Current Team → Users
3. Here, you can manage team members, change their roles, or remove them from the team

Learn more about user roles.

5. How to Move or Copy Templates Between Teams

You can move or copy templates from one team to another.

• On the Templates page, select the templates you want to move
• Click Move to Another Team

When moving templates, you can select Create a Copy to keep the selected templates in both teams.

You can also move or copy documents and contacts between teams using the same process.

6. How to Delete a Team

• On the Teams management page, click the three-dot menu next to the team you want to delete
• Select Delete