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Creating an Embed Team

Option A: Create an Embed Team While Adding an Embed

Section titled “Option A: Create an Embed Team While Adding an Embed”
  • While configuring a new embed: Scroll down to the Embed Team section on the creation form.
  • Click + New Embed Team, type in your new Embed Team (e.g., “Test Group”), and click Create.

Option B: Create a Embed Team from the Main Menu

Section titled “Option B: Create a Embed Team from the Main Menu”
  • From the Home screen: Click the Add Embed Team button located in the top menu shortcuts.
  • Alternatively: Go to the left sidebar, click Embed Teams under the People section, and then click + Add Embed Team in the top-right corner.
  • Fill in the details: Enter a Name and an optional Description for your group (e.g., “This group should see our spend dashboards”).
  • Click Create Embed Team to finalize.