What's in this Article

• Create a New Team

Team members can be assigned to specific teams, with different access and permissions in Canopy.

Best Practice: One powerful way to utilize teams is to set folder permissions (and more, as functionality grows) for different teams. When you onboard new team members, you can add them to a specific team and have all of the team's permissions immediately apply to the new team member. No more sharing each file and folder with new team members one file at a time.

Create a New Team

1. Navigate to your Settings in Canopy and click on the Team Organization in the left-side column.

2. Click on the Teams tab.

3. Click on the Create team button.

4. Enter a Team name in the provided text box. 

5. Click on the Select team members field.

6. Click on each team member you want to add to the new team.

• You can search for team members using the provided search box.
• Selected team members are indicated with a green checkbox.

7. Click Done to close the team member selection dropdown.

8. Enter a Team description and Select a color for the team.

9. Click Create team to add all selected team members to the new team.