How to create, use, and manage teams on Signify?
This guide will help you create and set up dedicated spaces for each team on Signify, so employees can work independently without having access to each other’s documents.
Where can I find team settings on Signify?
- Go to Settings.
- From the menu, select Teams.
How to create a new team?
- On the team management page, click the + Team button.
- Enter the team name (for example: "Legal Department" or "HR Team"), select the team members, and click Save.
What are teams used for?
The team functionality enhances the flexibility of a company’s internal resources:
- Administration: The administrator controls the internal processes of teams and has access to all documents of each team.
- Unified management: Team members can share templates, forms, and contacts with each other.
- Organized space: Store documents and processes in team-dedicated folders, making search and management easier.
How to manage a team?
As an administrator, you can manage team members and their internal resources, defining who has access to what.
Add or remove a user
- On the team page, edit the desired team.
- In the users field, select or remove users.
Move or copy templates
- On the templates page, select the desired templates.
- Click Move to another team.
When moving templates, you can select “Create a copy” so the chosen templates remain in both locations.
Using the same principle, you can move or copy documents as well as contacts.
To delete a team, find the three dots next to the team and select Delete.
Keep in mind that all documents within the team will also be deleted.