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How to create a team?
How to create a team?

Learn how to create a team with our step-by-step guide with best practices for team setup.

Mmekobong Silas avatar
Written by Mmekobong Silas
Updated over 3 months ago

Are you ready to create a team on Pictory where you can collaborate with other users on a shared workspace? Here's how to go about it.

How to create a team

  1. After logging in to your Pictory account, you will be taken to the homepage where you will find the 'Create a team' on the header and on the left panel button.

    1. You can also go to your profile avatar and click on 'New team' as well as shown below.

2. Selecting any of these buttons will open a modal where you will be prompted to enter the name of your proposed team and the email ID of the people you want on your team.

3. When you are done, click the 'Create team' button at the bottom of the modal to create a team.

4. Upon successful creation of your new team, you will be taken to the team's projects' page where you will see a welcome message.

5. The Profile dropdown will also open on the right panel as shown below in the screenshot to show you where you can go to switch workspaces.

  • You can always check this drop-down menu to confirm which workspace you are currently working in at any time.

6. You can click 'Create your team's first project' to start working on a new project within the team's workspace or click 'Import projects to collaborate' to import projects from your personal workspace or Upload Pictory project files from your computer.

How do I switch from one workspace to the other?

You can always switch from one workspace to another, from personal to team's and from team's to personal. To do this:

  1. Go to the My Profile dropdown menu, there you will see a list of all workspaces you are in. Your personal workspace will always be the first on the list.

2. When you click on any of the workspaces from the list, you will be switched to that workspace and you will see a notification confirming the switch.

3. There will be a checkmark next to your current workspace and when you switch to another workspace, the checkmark will be moved to the workspace you switched to.

Want to add more team members to your team and manage roles? Read more about how to do that here.

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