Discover the step-by-step process of creating a team in Under.
Creating a team in Under allows you to efficiently organize customers, applications, and PDFs into customized lists that are tailored to your needs.
To create a new team in your Under account, follow these steps:
- Access the Settings by clicking on your initials located at the bottom left of the sidebar.
- On the Settings page, navigate to the Teams page.
- Click on the Create New Team button near the top right of the page.
After you have at least one team created, a new filter will show in the Customers, Applications, and Mapped PDFs homepages to allow you to filter by items created by the users in the selected team.
Here is a short video that provides a clear explanation of the process mentioned above: