Create a Team

Create a Team

UniDeck Teams enables seamless collaboration by allowing you to share dashboards, widgets, and premium features with your team members. This guide walks you through the complete process of creating a team and inviting collaborators.

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Accessing the Team Creation Panel

To get started:

1. Navigate to the bottom control-bar of your dashboard.
2. Click on your profile (located in the bottom-right corner).
3. In the profile context menu, click the “+” button next to the Teams section.
4. This will open the Create Team modal.

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Filling Out the Team Form

Inside the Create Team modal (as shown in the screenshot), you'll see the following fields:

Team Name

• Enter a unique name for your team.
• This will help you distinguish it from other teams you might create or join.

Members

• Enter the email address of each user you'd like to invite.
• You can invite multiple people at once by separating email addresses with commas.
• Example:
  john@example.com,jane@example.com,bob@example.com

After entering email addresses, click the Invite button to queue the users for your team.

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Submitting the Team

Once you’ve:

• Chosen a team name
• Invited at least one member

Click Submit to finalize the creation of your team.

All invited users will receive an email or in-app notification to accept the invitation and join your team.

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What Happens Next

After your team is created:

• You become the Team Owner
• The team appears in the Teams section of your profile menu
• You can now share dashboards, assign access rights, and collaborate using shared premium features

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Tips

• All team members must have a UniDeck account to access shared dashboards.
• You can update your team, add/remove members, or manage permissions at any time from the Teams panel.
• To upgrade your team to a premium plan, refer to the Team Billing & Management section.

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Creating a team in UniDeck helps bring your collaborators into a unified workspace. Simplifying how you plan, monitor, and execute together.