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Managing Blueink Teams: An Overview and Guide
Managing Blueink Teams: An Overview and Guide

Blueink Teams is a powerful feature that enables businesses to segment their users, templates and statistics.

Sophia Rose avatar
Written by Sophia Rose
Updated over 2 weeks ago

Introduction:

Blueink Teams is a powerful feature that enables businesses to segment their users into different groups based on their roles and responsibilities. This article will provide an overview of Blueink Teams and guide you through the process of setting up and managing Teams in your Blueink account.

What are Blueink Teams?

Blueink Teams allow you to streamline the document management process and ensure that each team member has access to the appropriate documents while restricting access to those they shouldn't have access to. Teams can be customized according to your organization's needs, with specific permissions and shared templates for each team.

How to Access Blueink Teams:

Follow the steps below to access Teams in your Blueink account:

1. Once you are logged in, you will be directed to your Blueink Dashboard.

2. From the left-hand side menu, click on the "Teams” option. This will take you to the "Teams” page.

How to Set Up Teams in Your Blueink Account:

  1. Navigate to your Account Settings hub, located in the top right corner of your screen.

  2. Click on the "Teams" option.

    Please note: If you do not see a "Teams" option, you may not be an Admin of the account. If you are an admin and still can't find the option, please reach out to in-app chat support located at the bottom right of your screen.

  3. Click on "Create New Team" and customize the team name as desired.

  4. Add your team members. Please note that only users already active in your Blueink account will appear as options to add to the team.
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  5. Once members have been added, you can customize the permissions for each team member according to their roles and responsibilities.

  6. Customize Team Envelope Defaults.

  7. Navigate to the Settings tab and choose which templates you'd like to share with the specific team. Please note that as a Blueink Admin, you will see all templates in the Template Library, regardless of the team you are in.

Conclusion:

You now know how to set up and manage your company's Blueink Teams. By using Blueink Teams, you can create a more organized and efficient document management process tailored to your organization's needs. If you have any questions or need further assistance, don't hesitate to reach out to Blueink support.
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