When you open a Workfacta account, you are logged into the 'Management' team by default. If you want to create additional teams, watch this short video or follow the steps below.
Only 'Business', 'Enterprise' and 'Enterprise +' accounts are able to add more than one team.
Step 1 - Go to 'Setup'
In the left main menu, scroll down and select 'Setup'.
Step 2 - Open the 'Teams' Tab
Select the “Teams” tab at the top of the screen.
Click the blue '+ Add Team' icon
Step 3 - Enter Team Details
Fill in the required fields:
Team name & description: create team name (e.g. Operations, HR, Finance etc) & description.
Department: select the department for the team (if applicable).
Team members: select users to be part of the team. Learn how to setup users here.
Approving Team: select the approving team (if applicable).
Delegation Permissions: select how members of the team can delete management items to other teams in your business.
Step 4 - Save & Continue
You can now:
Save and schedule a team meeting immediately (recommended), or
Save the team only and set up the meeting later.
Congratulations, you’ve successfully created a new team!
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