How to Add a Team in the Postworks Portal

This guide will walk you through how to create a new team and assign users to it.

1. Navigate to the Teams Section

Go to the left-hand menu, scroll to Account Admin, and click on Teams.

2. Create a New Team

Click on the "Create new" button.

3. Fill in Team Details

A pop-up window will appear with the team creation form. Here’s what you need to do:

• Name your team

• Choose whether team members can:

  • View each other’s items

  • Recall each other’s items

• Select users to add to the team by ticking the checkboxes next to their names

  

4. Finalise and Create

Once you’ve entered the details and selected your team members, click "Create".
Your new team is now set up and ready to go!

5. Assign Your Team to a Teambox

Once your team is created, the next step is to assign it to a Teambox.
This is essential—Teamboxes allow team members to share access, collaborate, and manage items collectively.

👉 Follow our Teambox Setup Guide for step-by-step instructions on how to complete this part of the process.