mirror of
https://github.com/documenso/documenso.git
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Lucas Smith
167 lines
5.8 KiB
Plaintext
167 lines
5.8 KiB
Plaintext
---
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title: Create a Team
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description: Set up a new team to collaborate on documents, templates, and settings within your organisation.
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---
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Step, Steps } from 'fumadocs-ui/components/steps';
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import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
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## Prerequisites
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- An organisation.
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- Teams exist within an organisations.
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- Organisation Admin or Manager role to create teams.
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## Limitations
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| Field | Constraint |
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| ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| **Team name** | 3-30 characters |
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| **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. |
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| **Teams** | Maximum number depends on your plan |
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## Create a Team
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Open the create team dialog
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- Go to your organisation page
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- Click **Create team**
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</Step>
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<Step>
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### Enter team details
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Fill in the required information:
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- **Team Name**: A display name for your team (3-30 characters)
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- **Team URL**: A unique identifier used in URLs like `app.documenso.com/t/your-team-url`
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The Team URL is automatically generated from your team name, but you can customize it.
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</Step>
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<Step>
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### Configure member access
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Choose whether to allow all organisation members to access this team:
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<Tabs items={['Checked', 'Unchecked']}>
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<Tab value="Checked">
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All current and future organisation members can access team documents.
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</Tab>
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<Tab value="Unchecked">
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Only organisation admins and managers are added initially. You can control member access manually later.
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</Tab>
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</Tabs>
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<Callout type="info">You can change member access settings later from team settings.</Callout>
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</Step>
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<Step>
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### Create the team
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Click **Create Team** to finish. You'll be taken to your new team's workspace.
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</Step>
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</Steps>
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## Team Settings
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After creating a team, you can configure additional settings from **Team Settings**:
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<Tabs items={['General', 'Branding', 'Other']}>
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<Tab value="General">
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| Setting | Description |
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| ------- | ----------- |
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| **Team Name** | Update the display name. |
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| **Team URL** | Change the URL identifier (this changes all team links). |
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| **Team Avatar** | Upload an image to identify your team. |
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| **Team Email** | Add an email address for your team (see [Team Email](#team-email) below). |
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</Tab>
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<Tab value="Branding">
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Customize how your team's documents appear to recipients:
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| Setting | Description |
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| ------- | ----------- |
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| **Enable Custom Branding** | Turn branding on/off, or inherit from organisation settings. |
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| **Branding Logo** | Upload your logo (max 5MB, JPG, PNG, or WebP) to display on signing pages. |
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| **Brand Website** | Link your logo to your website. |
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| **Brand Details** | Additional information shown at the bottom of emails. |
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<Callout type="info">
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Team branding settings can inherit from your organisation. Select "Inherit from organisation" to
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use organisation-level branding, or configure team-specific branding.
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</Callout>
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</Tab>
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<Tab value="Other">
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| Setting | Description |
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| ------- | ----------- |
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| **Document Preferences** | Default settings for new documents. |
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| **Email Preferences** | Customize email notifications. |
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| **Public Profile** | Configure your team's public presence. |
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| **API Tokens** | Generate tokens for API access. |
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| **Webhooks** | Set up integrations with external services. |
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</Tab>
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</Tabs>
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## Team Email
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Adding a team email address enables several capabilities:
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| Capability | Description |
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| ----------------------- | ------------------------------------------------------------------------------------------------ |
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| **Team Inbox** | View signing requests sent to this email address. |
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| **Send on behalf** | Documents sent from the team appear to come from the team email rather than your personal email. |
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| **Track documents** | See documents sent from this email in the team's document list. |
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| **Consistent branding** | Recipients see the team identity rather than individual sender details. |
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To configure a team email:
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{/* prettier-ignore */}
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<Steps>
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<Step>
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Go to **Team Settings** > **General**.
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</Step>
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<Step>
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Enter the email address in the **Team Email** field.
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</Step>
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<Step>
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Click **Update** to save.
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</Step>
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</Steps>
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<Callout type="info">
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The team email is used as the sender identity for documents sent from the team. Recipients will
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see this email address in signing notifications.
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</Callout>
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---
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## See Also
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- [Manage Members](/docs/users/organisations/members) - Add team members and configure their roles
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- [Create Templates](/docs/users/templates/create) - Set up reusable document templates for your team
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- [Single Sign-On](/docs/users/organisations/single-sign-on) - Configure SSO for your organisation
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