How to Create, Edit and Delete Teams

Team management in Perfect Doc Studio is simple and efficient. You can create multiple teams and assign users to them, allowing for precise access control.

Team Creation:

1. Click on the "Admin Configurations" section in the left-hand menu.

Note: Please note that only users with an Administration role have access to this option.

2. Navigate to the "Manage Teams" section in the menu. 

2. On the top right, click the "Add Team" button. 

3. Assign a name to your team and click "Add Team."

4. Your team has now been successfully added to the system.

Edit/Delete Teams:

1. To edit a team's name, click the Edit button. 

2. To remove a team from the system, click the Delete button.

QUICK VIDEO DEMO - TEAM MANAGEMENT

• Related Articles

• How to edit a user's roles and permissions in the system?

  To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...

• How to delete a user from the Team?

  To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.

• Create a Request

  To Create a support request, follow these steps: 1. Go to the Support option in the left-hand menu on the home screen. 2. Open the Support page, which provides assistance options like Report a Problem, Create a Request, Get Help, and FAQs. Select the ...

• Delete Document Templates

  To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...

• How to Attach Files and Edit the Subject Line in Emails

  Users can set the subject of the email while creating the email template. However, if they wish to edit the subject line later, this can be done through the "Attachments & Subject" menu. 1. Navigate to the "Attachments & Subject" menu. 2. At the top, ...