How-to Video: Creating a New Team

How-to Video: Creating a New Team

Creating a Team in Lendware gives you a dedicated space where a select group of users can collaborate and manage pipelines in a secure, invite-only environment.

Who can create a Team?

Only users with access to Enterprise Management can create new Teams. Typically, this permission is reserved for Admins. If you need a new Team but don’t have access, simply reach out to your Admin to get it set up.

Why Teams?

Teams ensure secure separation between different groups of users while keeping your enterprise organized and flexible. Whether you need a small, focused unit or a larger collaborative group, Teams provide the structure to get work done efficiently.

 

Need more help? Check out: Intro to Team Settings


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