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Creating and Adding a Team

Teams can help break up your users into easily manageable groups with a single role. Create teams for marketers, developers, contractors, and more. Learn how to add a team to your instance

Create a Team

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Follow these steps to add a team to your instance.

  1. Login to Zesty.io and click on Teams found at the upper left navigation bar.

  2. To create a Team, fill out the Teams form with a team name and description, then click the + Create Team button.

Create Team

  1. After creating a Team, you can now add Team members by entering the email addresses of your teammates in the input field, then click the + Invite button to invite them to your team.

Invite User to a Team

Note: If an invited user is not yet a Zesty.io user, they will need to create an account before they can accept your Team invite.

Congratulations! You created your first team. Now let's add it to your instance.

Add a Team to Your Instance

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  1. Locate the instance that you want to add your team to, then click the settings cog icon to access your instance's settings.

Instance Drawer Setting

  1. Go to Instance > Teams then click the + Add Team to Instance. Select a Team Name, and a Team's role, and then click the Submit button. Once submitted, the Team will now be added to the specific Instance.

Add Team to Instance

If a Team's member already has access to your instance via an individual invite and has a different role set than the Team's role then that member's individual role will override their Team role.

Congratulations! You just added your team to your instance.

Accepting an Invite to a Team

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In order to accept an invite to a team, navigate to the Teams interface (found at the upper left navigation bar), and click the blue Accept Invite button.

Accept Team Invite

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