How to Manage Teams with Daylite

With Daylite, you can add users within your database into teams to manage your business more effectively. You can add an employee to as many teams as you see fit, you can add employees to their primary roles, like marketing, sales, operations, or IT, but you can also use this to manage social teams in your business like a book club, a sports team or a social committee.

Creating a team

1. Choose Daylite ==> Preferences
2. Choose Users & Teams
3. Click on the Teams Tab 
4. Click on the + button in the Teams Section.
5. Type the name of the team in the Team Name section

If you need to add a new user, check out How to add or invite a user to Daylite.

Adding to a team from Team View

1. Choose "Team" on your sidebar.
2. Choose the team selector in the top right corner and choose the team you want to update.
3. Click on "Add New User".
4. Click on the + in the Users section.
5. Select the users you want to add and choose Add Users

Hold the control key and click on multiple users to add more than one at a time.

Adding a User from Preferences

1. Choose Daylite > Preferences
2. Choose Users & Teams
3. Click on the Teams Tab
4. Choose the team you want to update
5. Click on the + in the Users section.
6. Select the users you want to add and choose Add Users.