Manage Teams Within Daylite

In Daylite, you can organize users into teams to better manage your business. Teams allow you to customize different team views and control access to records more efficiently. You can also invite entire teams to appointments, ensuring all team members receive an invite. Employees can be part of multiple teams as needed. Many customers create teams based on primary roles, such as Marketing, Sales, Operations, or IT, while others use teams for social groups like a book club, sports team, or social committee.

Creating a team

1. Choose Daylite > Settings

2. Choose Users & Teams

   

3. Click on the Teams Tab 

   

   
   
4. Click on the + button in the Teams Section.
5. Type the name of the team in the Team Name section

If you need to add a new user, check out How to add or invite a user to Daylite.

Adding a User To A Team

1. Choose Users & Teams within Daylite Settings
2. Click on the Teams Tab
3. Choose the team you want to update

4. Click on the + in the Users section.

   

5. Select the users you want to add and choose Add Users.

   Tip 💡

   Hold the control key and click on multiple users to add more than one at a time!

Adding to a team from Team View

1. Choose "Team" on your sidebar.
2. Choose the team selector in the top right corner and choose the team you want to update.
3. Click on "Add New User".

4. Click on the + in the Users section.

   

5. Select the users you want to add and choose Add Users