How to Setup Your Team

Note: This feature is only available on the Closer plan.

Connecting your account to the rest of your team is the easiest way to keep your documents in sync, and get an overview of how your team is engaging with clients. This article will cover how to setup and control a team.

1. Go to the Team Page


2. Fill out your team details

Write in your company name and number of users. Note: This company name will be shown in the page title to document viewers.

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3. Invite colleagues


Your colleagues will be sent an email that includes an invitation to signup to Attach and join your team. If they already have an account with Attach, they will be asked if they’d like to join your team.

4. Control your team

For each team member you can:

  • See if they are online now, or the last time they logged in
  • Promote to Admin
  • Send them an email to reset their password
  • Remove them from the team


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