Teams make it easier to manage and configure settings for groups of users in your organization account.

On the Home screen, select Organization / Teams from the side menu:

When viewing your Teams, select the Add new team button at the bottom of the screen:

A new row, shaded green, will be inserted at the top. Enter a Name and optionally a Description for the team, and click the Save changes button at the bottom to add the team:

To cancel adding the team before you save the changes, either:

Click once on a team's Name or Description in the table, and start typing. Click Save changes when done, or Discard changes to cancel.

To add and modify the users in a team, click the Edit option on that team's row in the table.

The list of users in the team, and their Team Access Level, is displayed in a popup dialog:

You can add any existing Neara user in your organization to a team, and a user can be a member of more than one team.

Start typing a user's name or email into the box at the top of the dialog. If one or more matching users are found in your account Neara will display them in a popup menu. Select the user from the menu to add them to the list to add to the team:

You can continue to add more users in this step.

Check that these users that will be added to the team have the correct Access Level, by choosing one of the following options from the drop-down to the right of the input box:

When you are ready, click the Add selected users to team option beneath the input box.

To change a user's Team Access Level from Member to Admin (or vice versa), select the drop-down option next to their name on the dialog.

To remove a user from a team, click the red delete (x) icon to the right of their name on the dialog.