Subteams: Organize Members & Assign Permissions

Use subteams to organize your team’s digital cards into groups, setup unique CRM connections, assign card templates, and set permissions/restrictions.

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How it works

Create Subteam

Name your subteam and choose a group icon. Subteams can be made for regions, departments, or any other group use case.

Assign Members

Add members and admins from your team to their respective subteams. Members can be on multiple subteams at once.

Customize

Setup unique CRM connections, assign card templates, and set permissions/restrictions