---
title: Inviting and setting up your team
description: Add and manage users, roles and teams
---
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1. [Help Center](https://help.precisely.se/en?hsLang=en)
2. [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
# Inviting and setting up your team
## Add and manage users, roles and teams
1. Inviting and setting up your team
2. [User roles](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en)
3. [Creating automated templates](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en)
4. [Generating contracts from automated templates](https://help.precisely.se/en/articles/3116197-generating-contracts-from-automated-templates?hsLang=en)
5. [Collaborating on templates and projects](https://help.precisely.se/en/articles/5849142-collaborating-on-templates-and-projects?hsLang=en)
6. [Negotiating contracts](https://help.precisely.se/en/articles/5849149-negotiating-contracts?hsLang=en)
7. [Using e-signatures](https://help.precisely.se/en/articles/385821-using-e-signatures?hsLang=en)
8. [Using Precisely’s contract archive](https://help.precisely.se/en/articles/386266-precisely-s-contract-archive?hsLang=en)
9. [Monitoring, reminders, and alerts](https://help.precisely.se/en/articles/386170-monitoring-reminders-and-alerts?hsLang=en)
The more the merrier, right? In Precisely, [**Admin** **users**](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en)handle your organization’s user management. They are able to invite users to your organization, create and manage teams, and assign users to their respective user roles.
### Adding users
To invite a user to your Precisely organization, simply
1\. Click your organization’s name in the top-right menu and choose *Users & Teams* in the drop-down,
2\. Click *Invite User.* Enter the user's email address and select their [user role](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en).
The user(s) will receive an email invitation to join your organization. With the help of the email link, they can complete their registration and start using Precisely. Simple as that!
### Creating your teams
**Teams** in Precisely are, for instance, departments or groups of team members in your organization. When you want to give that department or group access to a template, a folder, or a document, you share it with their team.
To create teams, simply
1. Click your organization’s name in the top-right menu and choose *Users & Teams* in the drop-down,
2. Click *New Team*,
3. Name the team, e.g. "Sales Stockholm", "Legal Nordics" or "Management",
4. Choose which users belong on that team
5. Choose the team’s access policy: ***read only*** or ***read and write ***([learn more](https://help.precisely.se/en/what-is-the-difference-between-read-and-write-and-read-only?hsLang=en))
6. Click the blue *Create* button.
Each user on the team will have access to all templates and documents shared with that team, which is useful for **limiting certain templates or documents to a group of users.**
### [Next step](https://help.precisely.se/en/articles/390122-user-roles?hsLang=en)
- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content)
- [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)
- [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references)
- [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation)
- [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling)
- [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation)
- [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning)
- [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive)
- [Control & Compliance](https://help.precisely.se/en/control-compliance?hsLang=en#main-content)
- [Access & Permissions](https://help.precisely.se/en/control-compliance?hsLang=en#access-permissions)
- [Approval Automation](https://help.precisely.se/en/control-compliance?hsLang=en#approval-automation)
- [Monitoring & Logs](https://help.precisely.se/en/control-compliance?hsLang=en#monitoring-logs)
- [Reviewer Permissions & Notifications](https://help.precisely.se/en/control-compliance?hsLang=en#reviewer-permissions-notifications)
- [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication)
- [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content)
- [Precisely's AI Assistant](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#preciselys-ai-assistant)
- [FAQs & Troubleshooting](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#main-content)
- [Getting Started & Account Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#getting-started-account-settings)
- [Draft & Sign](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#draft-sign)
- [E-Signing](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#e-signing)
- [Users & Permissions](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#users-permissions)
- [Language Settings](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#language-settings)
- [General Information](https://help.precisely.se/en/faqs-troubleshooting?hsLang=en#general-information)
- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)
- [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
- [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration)
- [Custom SMTP](https://help.precisely.se/en/integrations?hsLang=en#custom-smtp)
- [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content)
- [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods)
- [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations)
- [Pricing, Privacy & Terms](https://help.precisely.se/en/pricing-privacy-terms?hsLang=en)
- [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en)
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