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How to Add Users to Teams

If the user does not already exist in Collate, then invite the user to Collate. While creating the new user, you can add them to the relevant Team as well as assign them the relevant Roles.
Note: You can add a User to multiple Teams when creating a New User.Add User to Team
If the user, already exists in Collate, then
  • Go to Settings >> Team & User Management Teams >> Users Tab
  • Select the specific team you would like to add a user to. A team may have further sub teams. Select the required sub team.
  • Click on Add User.
Note: Users will inherit the Roles that apply to the Team they belong to.
Add User to Team Teams Add User to Team
  • Search for the user, select the checkbox, and click on Update.
Add User to Team It’s that simple to add users to teams!

How to Change the Team Type

Change the team type to change the hierarchy.