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

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

  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

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