How to Create and Manage a Team

This guide explains how to create a team space in Bardeen and manage your team members. 

Follow these steps to get started:

Step 1: Create a Team Space

1. Open the Bardeen dashboard.
2. On the left-hand menu, click on Create a team space under the “My Space” section.
3. Follow the prompts to set up your team space.

Step 2: Invite Team Members

Once your team space is created, invite your team members using one of the following options:

1. Generate an Invite Link:
- Go to the “Invite Users” option on the left-hand menu.
- Click on Generate & Copy Invite Link to create a sharable link.
- Share this link with your team members.

2. Invite via Email:
- In the same “Invite Users” section, enter the email addresses of your team members.
- Click on the Invite Users button to send the invitations.

Step 3: Manage Your Team

1. Navigate to the Team Settings section under “Settings”.
2. Here you can:
- View the list of team members

- Upgrade/downgrade team members*

- Rename or leave the team space

- Monitor your team’s subscription plan and credits balance* 

* - only available to Admins

You're All Set!

Your team space is now ready, and your team members have been invited. You can start collaborating and sharing automations within the team space.

Need Help?

If you encounter any issues while creating or managing your team, reach out to our Support Team for assistance.