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Create a Team

Create a Team

Create a Team

UniDeck Teams enables seamless collaboration by allowing you to share dashboards, widgets, and premium features with your team members. This guide walks you through the complete process of creating a team and inviting collaborators.


Accessing the Team Creation Panel

To get started:

  1. Navigate to the bottom control-bar of your dashboard.
  2. Click on your profile (located in the bottom-right corner).
  3. In the profile context menu, click the “+” button next to the Teams section.
  4. This will open the Create Team modal.

UniDeck Control-Bar Screenshot to Create Teams


Filling Out the Team Form

Inside the Create Team modal (as shown in the screenshot), you'll see the following fields:

Team Name

  • Enter a unique name for your team.
  • This will help you distinguish it from other teams you might create or join.

Members

After entering email addresses, click the Invite button to queue the users for your team.

Create Team Screenshot (Empty)


Submitting the Team

Once you’ve:

  • Chosen a team name
  • Invited at least one member

Create Team Screenshot (Invites Not Submitted)

Click Submit to finalize the creation of your team.

All invited users will receive an email or in-app notification to accept the invitation and join your team.


What Happens Next

After your team is created:

  • You become the Team Owner
  • The team appears in the Teams section of your profile menu
  • You can now share dashboards, assign access rights, and collaborate using shared premium features

Tips

  • All team members must have a UniDeck account to access shared dashboards.
  • You can update your team, add/remove members, or manage permissions at any time from the Teams panel.
  • To upgrade your team to a premium plan, refer to the Team Billing & Management section.

Creating a team in UniDeck helps bring your collaborators into a unified workspace. Simplifying how you plan, monitor, and execute together.