Set Up Teams

Step-by-step

Prefer to scan? Here’s the same flow, step by step.

1. 1

   Start by clicking Manage Souvenir to access workspace and team settings.

   

2. 2

   Next up, click the Teams menu option to manage your organization's team settings.

   

3. 3

   Next up, click the Create new team button to add a new team to your workspace.

   

4. 4

   Next up, enter a team name in the text field to create your new team.

   

5. 5

   Now, enter a description in the field to explain what the team works on.

   

6. 6

   Afterwards, click “Create Team” to build the new team in Souvenir.

   

7. 7

   Following this, click Team settings to customize the team configuration.

   

8. 8

   Now, click Invite members to add new members to the team.

   

9. 9

   Now, click Select workspace members to add existing members to this team.

   

10. 10

    Next up, select the team member to add them to this team.

    

11. 11

    Afterwards, select Member or Editor to assign a role to the invited team member.

    

12. 12

    Now, click Send invites to add the selected member to your team.

    

13. 13

    After that, search for connectors by typing keywords in the search field.

    

14. 14

    Select the connectors you want to give a team access to — for example, give the Finance team access to finance connectors only, while keeping other teams restricted.

    

Next steps