How to Manage Teams with Daylite

With Daylite you can add employees in the database into teams helping you manange your business more effectively. As employee can be added to as many teams as you see fit, you can add employees to their primary roles, like marketing, sales, operations or IT but you can also use this to manage social teams in your business like a book club, a sports team or a social committee.

Creating a team

  1. Choose Daylite > Preferences
  2. Choose Users & Teams
  3. Click on the Teams Tab Alt text
  4. Click on the + button in the Teams Section Alt text
  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 to a team from Team View

  1. Choose Alt texton your side bar
  2. Choose the team selector in the top right corner and choose the team you want to update
  3. Click on Alt text
  4. Click on the + in the Users section Alt text
  5. Select the users you want to add and choose Add Users

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

Adding a User from Preferences

  1. Choose Daylite > Preferences
  2. Choose Users & Teams
  3. Click on the Teams Tab
  4. Choose the team you want to update
  5. Click on the + in the Users section Alt text
  6. Select the users you want to add and choose Add Users

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