Documenso
Organisations

Create a Team

Set up a new team to collaborate on documents, templates, and settings within your organisation.

Prerequisites

  • An organisation.
    • Teams exist within an organisations.
  • Organisation Admin or Manager role to create teams.

Limitations

FieldConstraint
Team name3-30 characters
Team URL3-30 characters; lowercase letters, numbers, dashes, and underscores only.
Cannot start or end with dashes or underscores.
No consecutive dashes or underscores.
TeamsMaximum number depends on your plan

Create a Team

Open the create team dialog

  • Go to your organisation page
  • Click Create team

Team creation button on the organisation page

Enter team details

Fill in the required information:

  • Team Name: A display name for your team (3-30 characters)
  • Team URL: A unique identifier used in URLs like app.documenso.com/t/your-team-url

The Team URL is automatically generated from your team name, but you can customize it.

Team creation dialog with name and URL fields

Configure member access

Choose whether to allow all organisation members to access this team:

All current and future organisation members can access team documents.

Only organisation admins and managers are added initially. You can control member access manually later.

You can change member access settings later from team settings.

Create the team

Click Create Team to finish. You'll be taken to your new team's workspace.

Team Settings

After creating a team, you can configure additional settings from Team Settings:

SettingDescription
Team NameUpdate the display name.
Team URLChange the URL identifier (this changes all team links).
Team AvatarUpload an image to identify your team.
Team EmailAdd an email address for your team (see Team Email below).

Customize how your team's documents appear to recipients:

SettingDescription
Enable Custom BrandingTurn branding on/off, or inherit from organisation settings.
Branding LogoUpload your logo (max 5MB, JPG, PNG, or WebP) to display on signing pages.
Brand WebsiteLink your logo to your website.
Brand DetailsAdditional information shown at the bottom of emails.

Team branding settings can inherit from your organisation. Select "Inherit from organisation" to use organisation-level branding, or configure team-specific branding.

SettingDescription
Document PreferencesDefault settings for new documents.
Email PreferencesCustomize email notifications.
Public ProfileConfigure your team's public presence.
API TokensGenerate tokens for API access.
WebhooksSet up integrations with external services.

Document visibility settings in team preferences

Team Email

Adding a team email address enables several capabilities:

CapabilityDescription
Team InboxView signing requests sent to this email address.
Send on behalfDocuments sent from the team appear to come from the team email rather than your personal email.
Track documentsSee documents sent from this email in the team's document list.
Consistent brandingRecipients see the team identity rather than individual sender details.

To configure a team email:

Go to Team Settings > General.

Enter the email address in the Team Email field.

Click Update to save.

The team email is used as the sender identity for documents sent from the team. Recipients will see this email address in signing notifications.

See Also

On this page

PrerequisitesLimitationsCreate a TeamOpen the create team dialogEnter team detailsConfigure member accessCreate the teamTeam SettingsTeam EmailSee Also