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Team Management
- Remove an invite sent to a user
- Resend an invite to a userĀ
- Invite a user to the team
- Modify role of a team member
- Remove a team member
- Remove Seats
- Assign Seats
- Add Seats
- What Are Team Features?
- Who is my team Admin?
- Update Your Team Name
- What are Shared Notes?
- What are Shared Tags?
- What do the roles mean for my team?
- What Can My Teammates View?
- What is Single Sign-On
- Team Member Management
- Team Subscription Management
- What is Salesforce Sync?
- How do I set up Salesforce Sync?
- How to Add or Remove a Shared Note
- Single Sign-On Restrictions
- Instructions for Single Sign-On Setup with Okta
- Instructions for Single Sign-On Setup with Google
- Instructions for Single Sign-On Setup with Azure Active Directory