How to Create, Edit and Delete Teams

How to Create, Edit and Delete Teams

Team management in Perfect Doc Studio is simple and efficient. You can create teams based on the subscription plan you have selected.

Team Creation:

1. Click on the "Admin Configurations" section in the left-hand menu.
Info
Note: Please note that only users with an Administration role have access to this option.


2. Navigate to the "Manage Teams" section in the menu. 



2. On the top right, click the "Add Team" button. 


3. Assign a name to your team and click "Add Team."



4. Your team has now been successfully added to the system.

Edit/Delete Teams:


1. To edit a team's name, click the Edit button. 


2. To remove a team from the system, click the Delete button.


QUICK VIDEO DEMO - TEAM MANAGEMENT






    • Related Articles

    • Managing Teams in Perfect Doc Studio

      In Perfect Doc Studio, organizations have the flexibility to create multiple teams as needed. This functionality enables better organization and streamlined management of templates. Each template can be assigned to a specific team, ensuring that ...
    • How to edit a user's roles and permissions in the system?

      To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...
    • How to delete a user from the Team?

      To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.
    • Create a Request

      To Create a support request, follow these steps: 1. Go to the Support option in the left-hand menu on the home screen. 2. Open the Support page, which provides assistance options like Report a Problem, Create a Request, Get Help, and FAQs. Select the ...
    • Delete Document Templates

      To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...