---
title: Create a Team
description: Set up a new team to collaborate on documents, templates, and settings within your organisation.
---

import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

## Prerequisites

- An organisation.
  - Teams exist within an organisations.
- Organisation Admin or Manager role to create teams.

## Limitations

| Field         | Constraint                                                                                                                                                                 |
| ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Team name** | 3-30 characters                                                                                                                                                            |
| **Team URL**  | 3-30 characters; lowercase letters, numbers, dashes, and underscores only.<br />Cannot start or end with dashes or underscores.<br />No consecutive dashes or underscores. |
| **Teams**     | Maximum number depends on your plan                                                                                                                                        |

## Create a Team

{/* prettier-ignore */}
<Steps>
<Step>
### Open the create team dialog

- Go to your organisation page
- Click **Create team**

![Team creation button on the organisation page](/teams/team-create.webp)

</Step>

<Step>
### Enter team details

Fill in the required information:

- **Team Name**: A display name for your team (3-30 characters)
- **Team URL**: A unique identifier used in URLs like `app.documenso.com/t/your-team-url`

The Team URL is automatically generated from your team name, but you can customize it.

![Team creation dialog with name and URL fields](/teams/team-create-dialog.webp)

</Step>

<Step>
### Configure member access

Choose whether to allow all organisation members to access this team:

<Tabs items={['Checked', 'Unchecked']}>
<Tab value="Checked">

All current and future organisation members can access team documents.

</Tab>
<Tab value="Unchecked">

Only organisation admins and managers are added initially. You can control member access manually later.

</Tab>
</Tabs>

<Callout type="info">You can change member access settings later from team settings.</Callout>

</Step>

<Step>
### Create the team

Click **Create Team** to finish. You'll be taken to your new team's workspace.

</Step>
</Steps>

## Team Settings

After creating a team, you can configure additional settings from **Team Settings**:

<Tabs items={['General', 'Branding', 'Other']}>
<Tab value="General">

| Setting | Description |
| ------- | ----------- |
| **Team Name** | Update the display name. |
| **Team URL** | Change the URL identifier (this changes all team links). |
| **Team Avatar** | Upload an image to identify your team. |
| **Team Email** | Add an email address for your team (see [Team Email](#team-email) below). |

</Tab>
<Tab value="Branding">

Customize how your team's documents appear to recipients:

| Setting | Description |
| ------- | ----------- |
| **Enable Custom Branding** | Turn branding on/off, or inherit from organisation settings. |
| **Branding Logo** | Upload your logo (max 5MB, JPG, PNG, or WebP) to display on signing pages. |
| **Brand Website** | Link your logo to your website. |
| **Brand Details** | Additional information shown at the bottom of emails. |

<Callout type="info">
  Team branding settings can inherit from your organisation. Select "Inherit from organisation" to
  use organisation-level branding, or configure team-specific branding.
</Callout>

</Tab>
<Tab value="Other">

| Setting | Description |
| ------- | ----------- |
| **Document Preferences** | Default settings for new documents. |
| **Email Preferences** | Customize email notifications. |
| **Public Profile** | Configure your team's public presence. |
| **API Tokens** | Generate tokens for API access. |
| **Webhooks** | Set up integrations with external services. |

</Tab>
</Tabs>

![Document visibility settings in team preferences](/teams/document-visibility-settings.webp)

## Team Email

Adding a team email address enables several capabilities:

| Capability              | Description                                                                                      |
| ----------------------- | ------------------------------------------------------------------------------------------------ |
| **Team Inbox**          | View signing requests sent to this email address.                                                |
| **Send on behalf**      | Documents sent from the team appear to come from the team email rather than your personal email. |
| **Track documents**     | See documents sent from this email in the team's document list.                                  |
| **Consistent branding** | Recipients see the team identity rather than individual sender details.                          |

To configure a team email:

{/* prettier-ignore */}
<Steps>
  <Step>
    Go to **Team Settings** > **General**.
  </Step>
  <Step>
    Enter the email address in the **Team Email** field.
  </Step>
  <Step>
    Click **Update** to save.
  </Step>
</Steps>

<Callout type="info">
  The team email is used as the sender identity for documents sent from the team. Recipients will
  see this email address in signing notifications.
</Callout>

---

## See Also

- [Manage Members](/docs/users/organisations/members) - Add team members and configure their roles
- [Create Templates](/docs/users/templates/create) - Set up reusable document templates for your team
- [Single Sign-On](/docs/users/organisations/single-sign-on) - Configure SSO for your organisation
