Create a Team

Teams are available on Premium and Enterprise plans and allow you to collaborate, share content, and assign roles across your organization.

Gmail

1. Open the Yesware drop-down menu in the top-left corner of Gmail.
2. Select My Teams.
3. Click Create Team.
4. Enter a team name and click Save.
5. Use the Add User to Team drop-down to invite members.
6. Refresh your screen, then assign each member a role.

Outlook

1. Open the Yesware Sidebar and select the Menu tab.
2. Click Manage My Teams.
3. Select Add Team and name your team.
4. Use the Add User to Team drop-down to invite members.
5. Assign each member a role after adding them.
6. Repeat for all team members.

Add members to an Unlimited Team

All members must be on the same payment account before they can be assigned to a team.

1. Log in to the Self-Service page and manage your account.
2. Add the email addresses of the people you want to include.
3. Once added to the payment account, navigate to team management.
4. Select the email addresses and assign them to the appropriate team.

An additional fee applies for each license added.

Frequently asked questions

Can multiple people on my team share content?

Yes — any number of team members can share Templates and Campaigns. Members must be designated as a Team Leader to share content with the team.