Monax Help Center

Monax Help Center

Adding and Managing Teams

Teams allow you to organize your users and the assets they can use on Monax. In this section we’ll review how to create a team, and add users. If you’re looking how to assign a template or agreement to a team please review this section:

Adding Teams

We can add teams on Monax by navigating to Settings > Organization and scrolling to the “Add New Teams” form. There we can take the following steps to create a new team.

  1. Fill out the form by providing a team name, and adding any team members we’d like on this specific team. Once filled out to you liking press the blue Add Team Button.
  2. That’s it! You should be able to view your new team in your teams section right above.

Adding and Removing Users from a Team

We can easily add or remove users from.

  1. Locate the Team you’d like to add/remove a user from in your Teams section.
  2. Click on that specific team which should reveal the list of team members, the add new members input and a large red Remove Team button.
  3. If you’d like to remove that team member, click the trash icon next to their name and confirm when the popup occurs. If you’d like to add a user, proceed to the add user input on the bottom of the screen. Click on the input and select any user you’d like to add. Once select confirm and add them by clicking the blue outlined Add button to the right of the input.
  4. A few seconds after addition or deletion you should see the new user populate in your team.

Deleting a Team:

  1. Locate the Team you’d like to remove in your Teams section.
  2. Click on that specific team which should reveal the list of team members, the add new members input and a large red Remove Team button.
  3. Click the large Remove Team Button and confirm you’d like to remove that team.

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