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👥 Create a team

Who can do this: Owners and Managers.

Teams are how access is granted in Inheriti® Business: plans point at teams, never at individuals. Create one, add members, and give your plans to the team. Creating and managing teams is reserved for Organisation Owners and Managers.

Create the team​

Go to Teams and select Create team.

The Teams overview with the Create team button highlighted

  1. Give the team a name your organisation recognises: a department, a responsibility or a client.
  2. Add a short description so members know what belongs here.
  3. Add the team members: search the list and add who belongs. Someone missing from the organisation entirely? Invite new member sits right there, so you never have to leave the form.
  4. Save team.

The Create New Team form with name, description and member selection

After saving​

You land on the team's detail page: its name and description, its Team admins, and tabs for everything the team touches: Details, Members, Backup Plans, Continuity Plans and Logs.

The team detail page after saving

From here the team is ready to receive plans: any protection plan shared with this team is accessible to its members, and membership changes apply immediately, with nothing to re-share.

Add members later​

People join and move: open the team and select Add team member.

The team detail page with the Add member button highlighted

Select Add next to each member you want, then Done. Removing works the same way, and takes effect the second you confirm.

The add team members dialog

Next: distribute the Organisation Key.