Creating and Adding Members to Teams: A Step-by-Step Tutorial

SESI allows users to collaborate by forming teams—ideal for agencies, businesses, or content creators managing shared resources. This guide walks you through how to create a team and add members so you can collaborate with ease.

Step 1: Create a New Team

1. Go to the Teams Section
   
   Log in and navigate to the “Teams” tab from your SESI dashboard.



2. Click on "Create Team"
   
   Tap the "Create Team" button to open the team creation form.



3. Fill in the Team Details
   
   - Team Name: Choose a unique, recognizable name for your team.
   
   - Click Create: Submit the form to finalize team creation.



4. Confirmation
   
   You’ll be redirected to your team dashboard with a confirmation message.

Step 2: Add Members to Your Team

1. Open the Team Page
   
   In the “Teams” section, click on your team’s name to access its details.



2. Click on "Add Member"
   
   Hit the "Add Member" button to invite collaborators.



3. Complete the Member Form
   
   - Email: Enter the team member’s email address.
   
   - Permissions: Choose access levels — from read-only to full permissions (create, update, delete).
   
   - Submit: Click “Add Member” to send the invitation.



4. Confirmation
   
   The new member will receive an email with next steps to join the team.

Notes and Tips

• Check Plan Limits: Depending on your SESI subscription (Bronze or Gold), you may have limits on the number of teams and members you can create.


• Onboarding Members: New users will be guided through registration if they don’t already have an account.


• Team Roles: Consider assigning roles to streamline access to your biolinks, shortlinks, and analytics.

Final Thoughts

Creating teams and collaborating on SESI is fast and efficient. Whether you're managing a marketing agency or building links as a group of creators, SESI's team features are built to scale with you.

Need help? Contact support or explore more tutorials on our blog.