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Team
Last updated on
July 5, 2024

Create a team

Simple steps to create a team in your Serviceform account.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Add team members

1. Hover over your profile name on the top right corner and click on "Team"

2. Click on "Create new team"

3. Type your Team name and select a team member you wish to add to the team.

4. Click on Create Team button.

Please refer to the visual guide below If you wish to read the instructions in detail

  1. Hover over your profile name on the top right corner and you will find a dropdown menu with (Profile, Team, and Logout). Click on Team
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2. You will be redirected to the Teams page. Click on "Create new team" button

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3. Type your Team name and select a team member you wish to add to the team. Since you’re getting started you won't be able to add any other team member except you.If you already have members in your list you can add them to your preferred team.

Note: You can create a team without adding members to it.

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4.Click on Create Team button to create a new team.

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Great work! You’ve created your first team. On the next page, you can learn how to invite a team member to your team.