Add Users to Team

If the user does not yet exist in Collate, add the user first. During user creation, you can assign them to a Team and one or more Roles in the same step. See Add Users.

Note: You can add a User to multiple Teams when creating a New User.

Add Existing Users

To add an existing user to team, follow these steps:

Select the Profile icon and navigate to Settings > Team & User Management > Teams.
Select a team from the table to which you want to add a user.
Click Add User.
Search and select the users and click Update.