How to Create a Team

Background

Creating a Team allows Organization Admins to establish new security boundaries within Document Crunch for organizing projects and managing user access. Teams typically represent offices, business divisions, or regions within your company, and each Team functions as an independent workspace with its own set of users, projects, and documents. Users must be explicitly added to a Team to access its content, ensuring your sensitive contract data remains secure and properly compartmentalized. Use this feature when opening a new office location, establishing a new business division, reorganizing your company structure, or separating projects that require distinct access controls.

Things to Consider

• You must be an Organization Admin to create new Teams

• Team creation happens at the Organization level, not within existing Teams

• Once created, Teams should be managed by assigned Team Admins for ongoing user and project administration

• You should assign at least one Team Admin to each new Team during or immediately after creation

• Team names should reflect your real business structure (e.g., Dallas Office, Construction Division, West Region)

• Projects created within a Team inherit access from that Team's membership

• Users can belong to multiple Teams with different roles in each Team

Steps

Creating a New Team

1. Navigate to the Settings screen from your Dashboard

2. Locate and select the Teams tab

3. Locate and click the + New Team button

4. Enter a name for your Team that reflects its purpose or location (e.g., "Dallas Office", "Commercial Division", "West Region")

5. Click Create Team to establish the new Team

Assigning Team Admins

1. Once the Team is created, navigate to the Team Settings for your new Team

2. Click the Users tab

3. Click the + User button to add your first Team Admin

4. Enter the email address of the person who will manage this Team

5. Assign them the Team Admin role from the dropdown menu

6. Click Invite users to send the invitation

Adding Initial Users to the Team

1. From the Team Settings screen, click the Users tab

2. Click the + User button

3. Enter the email addresses of users who should have access to this Team

4. Assign appropriate roles for each user (Team Admin, Team Editor, or Team Viewer)

5. Click Invite users to send the invitations

Setting Up Your Team's First Project

1. In the left panel, select your newly created team from the Team drop down menu

2. Click the +New button

3. Select Project from the options

4. Name your project to match your construction job or initiative

5. Configure project settings as needed

6. Click Create to establish the project