How to Create a New Team

  1. Go to Homepage and select Teams icon to begin
  2. To create a new team, select orange + New Team button in the top right corner
  3. Enter the Name, Description and Manager(s) of your new team
  4. Click save to create your new team, you should see a success pop-up it completed correctly

How to Edit or Manage Existing Teams

  1. Go to Homepage and select Teams icon to begin
  2. Click the three vertical dots beside your team of choice and select Manage to edit or manage teamĀ 
  3. Edit team Description and save your work
  4. To add new team members, select Assign Members button to enter their info

How to Share Reports with Teams

  1. Go to Homepage and select Reports icon to begin
  2. Click the three vertical dots beside your report of choice and select Share in the dropdown
  3. Default sharing settings for individuals, select the Team sharing option
  4. Click Select under Team sharing and select the teams you want to share the report with
  5. Click save to finish, you should see a success pop-up it completed correctly

Create Kloudio Teams today.

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