https://docs.yesware.com/assets/js/eb63aad4.959028c4.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["6738"],{803:function(e,n,a){a.r(n),a.d(n,{frontMatter:()=>l,default:()=>m,toc:()=>d,metadata:()=>t,assets:()=>o,contentTitle:()=>i});var t=JSON.parse('{"id":"teams/index","title":"Teams","description":"Learn how to create and manage teams in Yesware to collaborate, share content, and assign roles.","source":"@site/docs/teams/index.mdx","sourceDirName":"teams","slug":"/teams/","permalink":"/docs/teams/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Teams","sidebar_label":"Teams","description":"Learn how to create and manage teams in Yesware to collaborate, share content, and assign roles.","brand":"yesware","product":"yesware-core","audience":"smb"},"sidebar":"tutorialSidebar","previous":{"title":"Share Campaigns","permalink":"/docs/campaigns/sharing-campaigns"},"next":{"title":"Settings","permalink":"/docs/settings/"}}'),r=a(5893),s=a(65);let l={title:"Teams",sidebar_label:"Teams",description:"Learn how to create and manage teams in Yesware to collaborate, share content, and assign roles.",brand:"yesware",product:"yesware-core",audience:"smb"},i=void 0,o={},d=[{value:"Create a team",id:"create-a-team",level:2},{value:"Gmail",id:"gmail",level:3},{value:"Outlook",id:"outlook",level:3},{value:"Share templates with your team",id:"share-templates-with-your-team",level:2},{value:"Create and share a template",id:"create-and-share-a-template",level:2},{value:"Reorder templates",id:"reorder-templates",level:2},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function c(e){let n={admonition:"admonition",code:"code",h2:"h2",h3:"h3",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components},{Details:a}=n;return a||function(e,n){throw Error("Expected "+(n?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(n.p,{children:"Teams are available on Premium and Enterprise plans. Teams allow you to collaborate, share content, and assign roles across your organization."}),"\n",(0,r.jsx)(n.h2,{id:"create-a-team",children:"Create a team"}),"\n",(0,r.jsx)(n.h3,{id:"gmail",children:"Gmail"}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsxs)(n.li,{children:["In Gmail, open the ",(0,r.jsx)(n.code,{children:"Yesware drop-down menu"})," in the top-left corner."]}),"\n",(0,r.jsxs)(n.li,{children:["Select ",(0,r.jsx)(n.code,{children:"My Teams"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Click ",(0,r.jsx)(n.code,{children:"Create Team"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Enter the ",(0,r.jsx)(n.code,{children:"Team Name"})," and click ",(0,r.jsx)(n.code,{children:"Save"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Use the ",(0,r.jsx)(n.code,{children:"Add User to Team"})," drop-down to invite members."]}),"\n",(0,r.jsx)(n.li,{children:"Refresh your screen, then assign each member a role."}),"\n"]}),"\n",(0,r.jsx)(n.h3,{id:"outlook",children:"Outlook"}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsxs)(n.li,{children:["Open the ",(0,r.jsx)(n.code,{children:"Yesware Sidebar"})," and select the ",(0,r.jsx)(n.code,{children:"Menu"})," tab."]}),"\n",(0,r.jsxs)(n.li,{children:["Click ",(0,r.jsx)(n.code,{children:"Manage My Teams"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Select ",(0,r.jsx)(n.code,{children:"Add Team"})," and name your team."]}),"\n",(0,r.jsxs)(n.li,{children:["Use the ",(0,r.jsx)(n.code,{children:"Add User to Team"})," drop-down to invite members."]}),"\n",(0,r.jsx)(n.li,{children:"Assign each member a role after adding them."}),"\n",(0,r.jsx)(n.li,{children:"Repeat for all team members."}),"\n"]}),"\n",(0,r.jsx)(n.h2,{id:"share-templates-with-your-team",children:"Share templates with your team"}),"\n",(0,r.jsx)(n.p,{children:"Team Leaders on Premium and Enterprise plans can share and manage templates across the team."}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsx)(n.li,{children:"Navigate to the template."}),"\n",(0,r.jsxs)(n.li,{children:["Click ",(0,r.jsx)(n.code,{children:"Share with Team"})," at the bottom of the page."]}),"\n",(0,r.jsx)(n.li,{children:"Select the team and folder."}),"\n",(0,r.jsxs)(n.li,{children:["Choose:","\n",(0,r.jsxs)(n.ul,{children:["\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.code,{children:"Share"})," \u2014 moves the template from your Personal folder to the team folder. Team members can view, edit, and use it."]}),"\n",(0,r.jsxs)(n.li,{children:[(0,r.jsx)(n.code,{children:"Duplicate & Share"})," \u2014 keeps your personal copy and creates a shared copy for the team."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,r.jsxs)(n.p,{children:["Alternatively, click ",(0,r.jsx)(n.code,{children:"More"})," \u2192 ",(0,r.jsx)(n.code,{children:"Move Template"}),", switch from Personal to Team, then select the team and folder. Note that moving removes the template from your Personal folder."]}

1),"\n",(0,r.jsx)(n.h2,{id:"create-and-share-a-template",children:"Create and share a template"}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsxs)(n.li,{children:["Click ",(0,r.jsx)(n.code,{children:"New Template"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["In the ",(0,r.jsx)(n.code,{children:"Save in Folder"})," section, click ",(0,r.jsx)(n.code,{children:"Edit"})," \u2192 ",(0,r.jsx)(n.code,{children:"Team"}),"."]}),"\n",(0,r.jsx)(n.li,{children:"Select the team and folder."}),"\n",(0,r.jsx)(n.li,{children:"Save. The template is shared immediately, no personal copy is created."}),"\n"]}),"\n",(0,r.jsx)(n.admonition,{type:"info",children:(0,r.jsx)(n.p,{children:"After sharing, team members must refresh Gmail to access the new template."})}),"\n",(0,r.jsx)(n.h2,{id:"reorder-templates",children:"Reorder templates"}),"\n",(0,r.jsxs)(n.p,{children:["Navigate to any team folder and click ",(0,r.jsx)(n.code,{children:"Custom Sort"}),". Drag and drop templates into your preferred order."]}),"\n",(0,r.jsx)(n.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,r.jsxs)(a,{children:[(0,r.jsx)("summary",{children:"Can multiple people on my team share content?"}),(0,r.jsxs)(n.p,{children:["Yes. Any number of team members can share Templates and Campaigns. Members must be designated as a ",(0,r.jsx)(n.strong,{children:"Team Leader"})," to share content with the team."]})]}),"\n",(0,r.jsxs)(a,{children:[(0,r.jsx)("summary",{children:"Who can create and manage teams?"}),(0,r.jsx)(n.p,{children:"You can create and manage teams in Yesware on Premium and Enterprise plans."})]}),"\n",(0,r.jsxs)(a,{children:[(0,r.jsx)("summary",{children:"Do I need to do anything after adding a user to a team?"}),(0,r.jsx)(n.p,{children:"Yes. After adding a user, refresh your screen and assign them a role within the team."})]})]})}function m(e={}){let{wrapper:n}={...(0,s.a)(),...e.components};return n?(0,r.jsx)(n,{...e,children:(0,r.jsx)(c,{...e})}):c(e)}},65:function(e,n,a){a.d(n,{Z:()=>i,a:()=>l});var t=a(7294);let r={},s=t.createContext(r);function l(e){let n=t.useContext(s);return t.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function i(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(r):e.components||r:l(e.components),t.createElement(s.Provider,{value:n},e.children)}}}]);