Getting Started with the Team Plan
Set Up Your Team for Success
- Switch to the Team Plan
- About Account Settings on the Team Plan
- About Team Permissions
- Set Team Permissions for Saved Comments
- Set Team Permissions for Access to Company Data
- About Messaging on the Team Plan
Build and Manage Your Team
- About Team Roles
- About Team Invitations
- Invite a New Member to Your Team
- Change a Team Member's Role
- Remove a Team Member
- Re-Send an Invitation to Your Team