If you have a Sheetgo Business plan, you can create your team inside the Sheetgo web app. Once you have created a team, you and your team members can create, manage, and share workflows using transfer quotas.
If you wish to make changes to your plan in order to create a team, you can see more information in this article: How can I change my plan.
How to add team members to your account
In order to add team members to your account, you must have a Business plan. Here is a step-by-step guide to add new team members.
Head to the Sheetgo web app.
Click on your profile picture. You should ee a team section on your Account page.
Click Manage team.
Make sure you have available transfers to assign. For example, if you have a plan of 1,500 monthly transfers, you need to have 1,000 or less assigned to yourself in order to add another team member.
Enter the email addresses of team members in the field labeled Add people. Then, click Add.
Once you added team members, you can assign them transfer quotas using the dropdown menu.
Click Save to finish the process.
Please note: Transfers can only be assigned in multiples of 500. It’s important to ensure this minimum quota matches the number of people on your team. For more information, check out our support page on How to assign transfers.
How to remove team members from your account
Sheetgo makes it easy for you to edit and manage your team. Follow these steps to remove a member from your team.
Open the Sheetgo web app.
Click on your profile picture to access your Account page.
Under the team section, select Manage team.
Next to the name of the team member you’d like to remove, click the three dots icon (⋮), then select Remove member.
A warning message will appear. Click Remove to confirm your action.
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