Getting-started Path: step 2 of 15
Set up your team
- Getting-started
- Team Settings
- Who can do this: Admin
- Checked on 27 October 2026
Name your team after your company, then invite your staff with the Staff Roles their jobs need, so they can help with the steps that follow.
In short
By the end of this step, your team carries your company's name and your staff are invited. Each person holds only the Staff Roles their job needs.
Before you start
You need to be an Admin. Whoever created your team is its Admin.
Have each person's email address to hand. What each Team Role can do says what each role can do.
Checklist
- Name your team after your company, such as
Trentside Logistics, with Rename your team. Your clients' people see this name when they are invited. - Invite a Warehouse Manager, such as Helen Brooks, with Invite your team and give each person a role. They can then build the warehouse with you in the next steps.
- Invite each client's Account Manager, such as Tom Gallagher. You choose each client's Account Manager from the people with that role.
- Invite your Warehouse Operatives, such as Dan Price. They receive the first delivery in step 10.
What happens next
You're done when each person shows under Team Members in Team Settings, with their roles. Someone who hasn't accepted their invitation yet shows under Pending Team Invitations.
Still stuck? Email [email protected]