If you have Sheetgo Workflows Team or Sheetgo Workflows Enterprise, 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, and you can allocate automation credits when your plan supports it.
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
To add team members to your account, you must have Sheetgo Workflows Team or Sheetgo Workflows Enterprise. 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 automation credits to assign. For example, if your plan includes 1,500 monthly automation credits, you need to keep enough unassigned credits available before adding another team member.
Enter the email addresses of team members in the field labeled Add people. Then, click Add.
Once you add team members, you can assign automation credits to them using the dropdown menu.
Click Save to finish the process.
Please note: Automation credits can only be assigned in multiples of 500. Make sure this minimum allocation fits the number of people on your team. For more information, check out our article on assigning automation credits to team members.
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.
