How to create a team workspace and understand who manages it. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. Teams need a clear owner from the start, because permissions, billing, and invites all depend on that role.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about create a team and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Use the team area from your account to begin a new workspace. Confirm the result before you move to the next step. Open team settings and create the workspace under the correct owner account so the rest of the permissions are anchored correctly.
Pick a name that reflects the business, department, or project. Confirm the result before you move to the next step. Use a team name that clearly reflects the business, department, or project that will share the work.
Save before inviting people so the workspace exists as the source of truth. Confirm the result before you move to the next step. Save the team before inviting anyone so the workspace exists as a real object in the system.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A marketing agency creates separate team workspaces for different clients so billing and access stay separated.