Creating or joining a team in Jeeva is straightforward.
Follow these steps to get your team set up:
Navigate to Team Settings:
Go to the Homepage.
Click on the Profile button at the top right corner.
Select Team from the top left.
Invite Team Members:
Here, you can enter the email addresses of your teammates.
Assign roles to each team member as needed.
Each invitee will receive an email invitation to join Jeeva.
Admin Role Assignment:
The first user to join from your company will be designated as the Admin.
Unlimited Invites:
Every user can invite an unlimited number of people to join the team.
Role Management:
Only the Admin has the authority to change roles and remove team members. If a user wants to be removed, they should ask the Admin to delete them.
That's it! You can easily create or join a team and collaborate on Jeeva.