This guide was created with Scribe in
2 minutes.
Sign in and create your own!
Creating a Team and Inviting Users
This guide provides step-by-step instructions on how to create a team and invite users using Chartnote. It explains how to set up a team, add seats, purchase a team subscription, and invite users. It also highlights the importance of having an active subscription and the ability to grant administrative privileges to team members. If you want to efficiently manage and collaborate with a team using Chartnote, this guide is a must-read.
Gerardo
|
0 step
|
2 minutes
Chartnote
1
Anyone with a Personal Chartnote account can create a Team.
2
To create a team, click here
Zoom Saved
3
Click here
Zoom Saved
4
Complete Team and Contact information
Zoom Saved
5
Seats can be added to the team from the Admin Panel.
Zoom Saved
6
You need an active subscription to add seats.
Zoom Saved
7
Purchase a Team subscription with the desired number of seats
Zoom Saved
8
Invite the users to your Team
Zoom Saved
9
Team members will receive an email invitation
Zoom Saved
10
Invite user as Team Admin to grant administrative privileges (i.e. add/remove users)
Zoom Saved
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe