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How to create a team

Updated

Teams group users so tasks and viewing permissions can be assigned to the group rather than individually.

Creating a team

Go to System Settings > Teams, enter the team name, and add it.

Navigating to Teams in System Settings — The screenshot shows the Insightly System Settings page accessed via the user profile dropdown menu in the top-right corner. A red arrow points to the “Teams” option in the left-hand settings menu, indicating where users should click to manage teams.

1 Navigating to Teams in System Settings

 Adding a New Team in Insightly CRM — The image shows the Teams management panel with two existing teams (A-Team and B-Team) and a text field where a user is typing “C-Team” to create a new one. Clicking the blue “Add Team” button will save the new team, which can then have members assigned to it.

2 Adding a New Team in Insightly CRM
Teams Management Panel with C-Team Highlighted — The Teams settings panel displays three teams (A-Team, B-Team, and C-Team) with edit and delete buttons alongside a “Team Members” link for each. The “Team Members” link for C-Team is highlighted with a red border, indicating the user should click it to manage members for a team that currently has zero members.

3 Teams Management Panel with C-Team Highlighted

 Adding a Team Member via Dropdown Menu — The Team Members section displays an existing member (E.M. Ployee) and an open dropdown menu for adding users, with “Michael Manager” being selected. This illustrates how to add additional users to a team in Insightly CRM using the “Add User To Team” dropdown control.

4 Adding a Team Member via Dropdown Menu

Click the Team Members link next to a team’s name, then select a person from the dropdown to add them, or click the trash can icon next to a name to remove them. Changes save instantly. The team then appears below the user list wherever you’re assigning tasks or setting record viewing permissions.

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