Skip to main content
Patrick Payne avatar
Written by Patrick Payne
Updated over a week ago

This article applies to:

Admins, Managers,

Free, Premium Procurement

Estimated time: Less than 5 mins


The Teams functionality allows you to designate a specific set of people as a Team.

Teams can be assigned to workflow steps that might have a group of approvers instead of an individual (i.e. Infosec, legal, finance, etc.)

Any time a workflow step is assigned to a Team, every person within that team will receive a notification about that assignment and any person in the team can complete the assignment.

Manage Your Teams

Click Admin on the bottom of the left sidebar then click Teams.

Create a Team

  1. Click Create team

  2. Enter a Team Name

  3. Enter a brief description (optional)

  4. Click the text box under Add assignees

  5. Add all relevant individuals by browsing or searching by name

  6. Click Create

Edit a Team

  1. Click the name of an existing Team

  2. Add a person using the search bar at the top

  3. Remove a person using the 3 dots to the right of their name

Delete a Team

Click the three dots to the right of the team name, then click Remove

Assigning a Team to a Workflow Step

  1. Navigate to the workflow template you want to edit

  2. Click View on the template to edit it

  3. Click into a workflow step and click the Assign to field. Change the assignee to Team.

  4. In the Select team dropdown, choose the appropriate team

  5. Click Publish changes to save

Did this answer your question?