How do I set up a team in Yesware?

Users on Premium and Enterprise plans can create and manage Teams in Yesware. Team functionality allows for better collaboration, content sharing, and role-based access control. Follow the steps below based on your platform.

Gmail

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

Outlook

Open the Yesware Sidebar. Select the "Menu" tab. Click "Manage My Teams." Select "Add Team." Name your Team. Use the "Add User to Team" drop-down to invite members. Assign each user a role after adding them. Repeat as needed for all team members. Team Roles: