How to Create a Team and Assign Users

Teams in Hoicko CRM group users for collaboration, reporting hierarchy, and access management—create one from Profile → Team → Create Team.

Steps:

1. Click the Profile Menu.
2. Select Team under My Preferences.
3. Click Create Team.
4. Upload a team logo/avatar and banner (optional), and enter Team Name and Team Description.
5. Click Create Team.
6. Add members from the team's Members tab; the Boards tab shows boards linked to that team.

What you can do on a team page: view all members with name/email, assign team leaders and roles, see the team Owner, and manage boards associated with the team.

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