You can assign certain users to Teams in Spellbook. You can use these teams to control who can access or view certain Playbooks, Workflows or Library folders based on the Team or Teams you give access to.
Users can be a part of multiple teams at once, and there is no limit to the number of users or the number of teams you create.
How to Add Users to Teams
1. In the Word Add-In, click on the Settings Icon in the top left corner
2. Click Teams
3. To create a team, click "Create Team"
4. Type in the team name you want. There is no limit for the number of teams you create and users can be in multiple teams at a time if needed.
5. Click Create Team
6. To add users to the team, click on the newly created Team
7. Click Add Members
8. Select team members from the list.
Note - only registered users will appear. You cannot pre-assign a team member to a team until they've completed their Spellbook registration.
9. Once you've selected all the team members you want to add, click Add Users to Team
10. To remove a user from the Team, go into the Team and click on the 3 dots next to the user
11. Click Remove From Team to remove them from the team. They will still be a user in Spellbook, just no longer in that particular team.
If you remove a user from one team, it does not impact the other teams the user is in.
12. Click Confirm
13. To delete a team, go the Teams section of the Settings in Spellbook Word Add In and click Delete Team
14. Click Confirm
15. To Rename a team, click on the 3 dots next to the team and click Rename Team
16. Type in the new name and click Confirm.
Have questions? Don't hesitate to reach out to our Support team at success@spellbook.legal