How do I add a manager or user to a team?

Discover the simple steps to effectively add managers and users to a team in Under.

To add or update the name of a team in your Under account, follow these steps:

  1. Access the Settings by clicking on your initials located at the bottom left of the sidebar.
  2. On the Settings page, navigate to the Teams page.
  3. Select the team where you want to add a manager or user, then click Edit in the bottom left of the selected team's panel.
  4. In the team editor, click into either the Managers Search or the Users Search, then start typing the name of the user. The name will auto-populate, then you will select the user you want to add to the team.
  5. After you have completed adding the desired manager(s) and/or user(s), click Save.

In a team, you can add either managers or users. Managers are limited to users who are either Master Admins or Admins. Users are limited to users who are either Standard or Limited.

When filtering by teams in the Customers, Applications, and Mapped PDFs homepages, the items found in the list would only be the items that are owned by the Users in a team.

Here is a short video that provides a clear explanation of the process mentioned above: