Creating a Team

Teams are available on Premium and Enterprise plans. Team functionality allows for collaboration, content sharing, and role-based access control across your organization.

Get started

Create a team in Gmail

1. In Gmail, open the Yesware drop-down menu in the top-left corner.
2. Select My Teams.
3. On the new page, click Create Team.
4. Enter the Team Name and click Save.
5. Use the Add User to Team drop-down to invite members.
6. Once a user is added, refresh your screen and assign them a role.

Create a team in Outlook

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

Add a member to your team

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

1. Log in to the Self-Service Page: Manage Your Account.
2. Add the email addresses of the individuals you want to include.
3. Navigate to the team management section.
4. Select the email addresses from the list of added members.
5. Assign the selected email addresses to the relevant team.

info

An additional fee applies for each license added to the payment account.

Frequently Asked Questions

Can multiple people on my team share content?

Yes, as many people as you would like on your team can share Templates and Campaigns. Make sure they have been designated as a Team Leader.

Who can create and manage teams?

Users on Premium and Enterprise plans can create and manage teams in Yesware.

Do I need to do anything after adding a user to a team?

Yes. After adding a user, refresh your screen and assign them a role within the team.