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

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.

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.

Team Roles: