Watch this short video to learn how to navigate team pages and add team members:









Select ‘Teams’ from the main menu to access your ‘My Teams’ dashboard





Selecting 'Add Team Member' launches the process to add team members.  You can choose to add:


  • Coworkers who already use Cloud Effective's Productivity Suites (Current members)
  • Coworkers who have not yet signed up form Cloud Effective's Productivity Suites
  • Users from external domains (non-co-workers)





Select a security level for each team member you invite:


  • Viewer can view all documents and correspondence within the team. 
  • Contributor has viewer privileges, but can also edit and create content.
  • Owner has contributor privileges, but can also add team members and edit team details.

It is easy to invite Current members (these are co-workers who already have a Cloud Effective account).  Just select a member from the pull down list:


It is also relatively easy to invite co-workers who do not yet have a Cloud Effective account.  All you have to do is add the user name to the 'Invite a co-worker' worksheet:



Finally, it is never been easier to add a team member from a different domain (external to your company).  They can only see the team they are invited to join.  Set their security level according to the rights you wish for them to enjoy on this team:




System Confirmation:

 

When invitees do not have a Cloud Effective account, they receive an email message inviting them to set-up a Cloud Effective account in order to collaborate.  The message provides the name of the team owner and the name of the team they are invited to join.  



When invitees already have a Cloud Effective account, they receive an email message informing them that they have been invited to collaborate .  The message provides the name of the team owner and the name of the team to which they have been added.  



 

 


Working with your co-workers, colleagues and friends just got easier!

 

Get Effective,

 

Your Friends at Cloud Effective!

 

Working with your co-workers, colleagues and friends just got easier!

Get Effective,

Your Friends at Cloud Effective!