Written By Victor
Last updated 6 months ago
After creating a team in MeetMo.io, it’s essential to customize and manage it to fit your project’s needs. This guide walks you through how to add members, adjust permissions, and update your team’s settings.
Steps to Manage and Customize Your Team:
1. Access Your Team:
On the left vertical panel in the Teams area, you’ll see a list of all your teams. Scroll through and select the team you want to manage.
2. View and Edit Team Members:
In the middle of the tab, you’ll see the team members, their names, and their assigned permissions.
If you have the necessary permissions (as the team owner or admin), you can adjust their roles and permissions by clicking on the dropdown next to their name.
3. Adding New Members:
At the top of the team members section, click on Add Members. A pop-up will appear where you can type names, emails, or phone numbers to find and add new members.
After finding the person, click Invite to add them to your team. Once they’ve joined, you can adjust their permissions.
4. Searching and Deleting:
Use the search bar at the top to find specific members within the team.
If you need to delete the team, you can find this option at the top as well.
5. Updating Team Name and Image:
To change the team’s name or profile image, hover over the team’s profile picture in the side panel. A gear icon will appear—click it to access the team’s settings.
Here, you can update the team’s name, image, and access a few more advanced features.
Conclusion: Customizing and managing your team in MeetMo allows for seamless collaboration and workflow organization. In the next tutorial, we’ll cover how to create and assign permissions to team members, ensuring everyone has the correct access for their role.