Teams are only available as a part of our paid plans. It is not possible to create a team if you are on a Recipient plan.
How to create a new Team?
- Go to the Team tab in the top menu bar.
- To initiate the process click on the blue button called Create a team.
If you cannot press Create a team, you are probably already part of a team (you can only be an active member or owner of one team at a time).
Reach your team owner, any of the Team Admins, or our Support team if you need further assistance. - Add a team name and confirm by clicking Save
- Add your company logo as an optional step:
If you are initiating the process of creating a team for your company, you will also automatically be added as an owner and the first active member during this step.
How do I get notified if I have been added to a Team?
If you have activated the emails and in-app notifications under your Profile settings, you will receive an email and in-app notification when the Team Owner or any Team Admin invites you to join their team.
Once you accept the invitation, you will receive the following in-app notification under your Contractbook account:
Using teams allows you to share your Contractbook plan, automation, and documents safely with the relevant members, increasing transparency and collaboration.
The Team Owner and any Team Admin will be able to see all team members' contracts or uploads in the team folder, invite people to the team as members or viewers, control access permissions, remove viewers, and deactivate members.
Read more about the different roles within a team here.
If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.
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