Create your team

Setup your customized team dashboard by upgrading to Xtensio for Business.

To create your team, you can either select the ‘Create Team’ link under your profile menu, or choose the Business plan on the upgrade pop-up. Then you’ll be asked to provide information to get your team created:

  • Choose a team name: We’ll use this name your team dashboard and address your team members in notifications.
  • Choose a team URL: This is where you, your team members and guests will login. This URL will also be attached to all folios created or transferred into the team account.
  • Add your logo: Your logo will replace the Xtensio logo whenever you, your team members or guests are logged into the team dashboard.
  • Add your fonts: Add fonts from Google, set the default font and remove unnecessary fonts. These will be the fonts available for all team members to use when logged into the team dashboard. Learn more.
  • Add your team members: Give access to clients and coworkers. Each additional user is $120 billed annually at a prorated amount from your initial billing start date. Learn more about different team user roles here.
  • Check-out: Enter your company card info and confirm. You’ll then be taken to your team dashboard and your team members will receive invitations to join the team.

 

Learn how to navigate your team account. 

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